[USER]

I’m realizing I don’t need Northwestern mutual advising me. When mentioning that I don’t think the variable universal life plan is necessary if I’m not maxing out my Roth and 401k first.

(There is already $3700 invested in VUL) he told me it can’t be pulled out.

During our next conversation he wants to talk about adjusting the monthly payment and he was a little frustrated.

Has anyone got out of this company smoothly?

Next convo I’m trying to figure how to say I can do this sh** myself and you’re no longer needed.

[David]

Call Fidelity and transfer. They even have advisors who will give some advice for free.

[Meghan]

“This partnership isn’t in line with my savings values” would work. Look for a financial advisor that doesn’t sell products!

[Mark]

An insurance company shouldn’t be advising u on investing. Cut all ties w any nonsense policies u have w them. Its ur money.

U tell them what to do. Take the loss and transfer everything to Fidelity and vanguard.

[Lori]

Call fidelity or vanguard or Schwab and tell them you’d like to move you 401k and Roth to then.

They will help from their side. Once you initiate and the process is in motion then call your advisor and deal with the VUL

[Marc]

Cancel the policy immediately – then send an email to confirm – then don’t tell to them again

[Author]

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