Question: Carlos has determined that a $ 1 0 0 , 0 0 0 universal life insurance policy would best suit his needs. he consulted with
Carlos has determined that a $ universal life insurance policy would best suit his needs. he consulted with one insurance broker, Tina Trustworthy, who quoted her a monthly rate of $ he remembers learning in his personal finance course that premiums for similar policies, so he plans to Before doing anything else, he decides to consult his uncle Nathan, an attorney, about the features of his life insurance policy. He tells Carlos that he has a year, $ level term life policy.Which of the following are appropriate next steps for Carlos? Check all that apply.Assume that a licensed broker will serve a clients best interests.Compare quotes for $ universal policies online.Ask Nathan if he can recommend a good agent, since attorneys tend to be good sources.Find out whether Tina Trustworthy has a professional designation, such as Chartered Life Underwriter CLU
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