246: Incorporating Life Insurance Into Your Financial Plan With Dick Weber
Retire With Purpose - The Retirement Podcast · Casey Weade & Dick Weber
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Today, I'm talking to Dick (Richard) Weber. Dick is the founder of The Ethical Edge, a fee-for-service consultancy with a unique focus on life insurance. His company provides clients with a wide array of services, including life insurance policy management with both a technical and due diligence perspective on legal cases pertaining to life insurance.
Before launching his own company, Dick spent 25 years in life insurance sales. He has won the Kenneth Black, Jr. Leadership Award from the Society of Financial Service Professionals, was elected to the NAEPC Estate Planning Hall of Fame, and created several computer-based tools that have revolutionized how advisors and their clients view and select life insurance products.
In our conversation, Dick and I discuss his book, Thriving Beyond Midlife. We'll also dive into several critical aspects of retirement that have very little to do with finance, and how the life insurance industry has changed over the last 50 years.
Show Notes: Howardbailey.com/246
Rate & Review the Podcast: RetireWithPurpose.com/review
Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading