John (Caller)
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Yeah, okay.
It's somebody we've met that says, no, I don't want to give too much detail.
That's awesome, David.
Hi, Dave and John.
How are you guys?
Great, man.
What's up?
Well, uh, my wife and I are in baby step six and we're kind of late to the game with the life insurance thing.
And I've been presented an option where there is a term policy that can convert into whole life as an investment vehicle.
And I was calling to find your opinion on that.
It was presented to us and I really don't know a lot about it.
All right.
So, and, um,
I'm sorry.
And we'll have the house paid off here in the next few years.
So if we did a short term and then started converting is what this person was telling us, we could use it as an investment vehicle and they pay dividends to us.
And I don't understand that.
I just didn't know what your opinion was.
New York Life, yes.