Ep. 33: Bobby Samuelson Explains the Mechanics and Track Record of Whole Life Insurance
InFi: the Future of Finance · Infineo
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Show Notes
Bobby Samuelson is an Editor of The Life Product Review, and president of Life Innovators. He joins Bob to discuss his December 2023 article for TLPR, which analyzed his relative's Whole Life policy issued in 1988, for which Bobby had access to all of the annual statements. It's a rare case study in which we can compare long-term illustrations against actual performance.
Watch the video version of this episode here: https://www.youtube.com/watch?v=FEVLptp-IbM
Relevant Links: - https://lifeproductreview.com/2023/12/06/385-proof-pudding - https://www.youtube.com/watch?v=C83LpeuvaaY
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