#57: Is Your Permanent Life Insurance Policy Killing Your Retirement?
The Dentist Money Show | Financial Planning & Wealth Management · Dentist Advisors - Financial Planning and Wealth Management
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
There are two types of people in the world: those who have heard a sales pitch about permanent life insurance, and those who will hear a sales pitch about permanent life insurance. And the way these policies are sold ― on the premise of guaranteed returns and tax-free withdrawals ― often give investors a false sense of security. In this episode of Dentist Money™, Reese & Ryan walk through the stages of grieving that usually follow the purchase of permanent life. They also talk about the rare exceptions for justifying insurance as an investment, and how to unwind a bad policy if you already have one.