Nov 20, 2022
In most of our podcast episodes, we walk through the issues or the finer points of using cash value life insurance (whole life or indexed universal life) as a wealth accumulation source and preservation refuge for a substantial portion of your wealth. And that probably leaves some of you scratching your head. After all, it is life insurance that we're discussing here...there is a death benefit isn't there?
Well, yes there is and in today's episode, we're going to talk more specifically about the death benefit of life insurance. And we're going to make the argument that it's a bit more nuanced than most popular financial advice gurus would lead you to believe.
In fact, we're taking a look at a very personal situation and the impacts that NOT having the right approach to death benefit can have. Having the wrong priorities can be really expensive. Listen to the full episode to hear us walk through what may not be obvious.
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