Investment Grade Life Insurance - What You Need to Know
Wealth Talks · Jesse McFie
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Show Notes
What are people talking about when you hear the term "Investment Grade Life Insurance"? Answer: It can be just about any type of life insurance under the sun because the "Investment Grade" part is marketing fluff.
The Supreme court has ruled that life insurance is not an investment but rather an asset, so what you really want to know is how the underlying life insurance works and how it would fit into your portfolio.
This podcast show makes it easy to understand the value of guarantees from WHOLE life insurance in your portfolio, and why it pays to be wary of any other type of risk management scheme contrived within a UNIVERSAL life insurance contract. When you know what's really happening, you'll know what to do.
Resources:
Get the Tool: Internal Rate of Return (IRR) for Policy Values
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