Me an dmy DH recently had an ex coworker come over to do his primerica spheal.
In a nutshell, this is a person who works for Primerica who can sell you life insurance, a mortgage or refi, and investment products.
He said it would take a half hour. He took over an hour explaining an droming on about simple concepts I could explain better myself if I had to and quicker ie. pay your mortage off sooner if you kick in some extra principal.
Basically, I have a 30 yr mortgage at 5.25 I am fixing to make into a 15 yr on my own here by paying extra. I am with fidelity for ira. I need no debt consolidation, an dI am looking for life insurance on my own now.
So the next step is they do a financial profile on you where he would come over and basically see if we are on track which would entailed revealing all my asset info whi I do not want to do to someone we might work with again.
We politely told him we are all set for now and thank you.
My point is the guy has called for weeks anyway leaving messages, and I would hate to be a salesman!!!
In a nutshell, this is a person who works for Primerica who can sell you life insurance, a mortgage or refi, and investment products.
He said it would take a half hour. He took over an hour explaining an droming on about simple concepts I could explain better myself if I had to and quicker ie. pay your mortage off sooner if you kick in some extra principal.
Basically, I have a 30 yr mortgage at 5.25 I am fixing to make into a 15 yr on my own here by paying extra. I am with fidelity for ira. I need no debt consolidation, an dI am looking for life insurance on my own now.
So the next step is they do a financial profile on you where he would come over and basically see if we are on track which would entailed revealing all my asset info whi I do not want to do to someone we might work with again.
We politely told him we are all set for now and thank you.
My point is the guy has called for weeks anyway leaving messages, and I would hate to be a salesman!!!
Comment