Insurance Policy Conversion

Roland Roberts roland at astrofoto.org
Mon Jul 7 22:49:52 CDT 2003


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I have recently converted a whole-life policy's cash value into a
variable annuity.  As a matter of laziness, I never kept track of the
policy's cash value.  I was thinking I would just take a create the
new account(s) for the variable annuity investments and take the
starting balance from the expensive account that I've used for the
insurance policy.  Does that sound reasonable?

regards,

roland
- -- 
		       PGP Key ID: 66 BC 3B CD
Roland B. Roberts, PhD                             RL Enterprises
roland at rlenter.com                            6818 Madeline Court
roland at astrofoto.org                           Brooklyn, NY 11220

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