People have been taught to look at Whole Life as an investment, so they do! And when the returns aren’t flashy like stocks, funds, and precious metals they ignore Whole Life and pour their money into something else.
But it’s a mistake to think of Whole Life and investments as an “either/or” proposition. Because the truth is: you don’t have to choose just one.
In this episode I’ll explain the right way to look at Whole Life, and how it can work hand in hand with whatever investment vehicle you’re passionate about.
I’ll also explain what a licensed advisor like me legally can and cannot do to help you decide on what investments you make.
Listen now!
Show highlights include:
- Why you shouldn’t compare Whole Life savings to investments, and how to view them instead. (0:54)
- Can you still use Whole Life to meet financial goals if you’re already in your retirement years? The answer might surprise you. (2:04)
- Critical Catch: How your death benefit can help you even before you pass away. (2:35)
- Have questions about investment accounts? What I can and can’t do to help as a licensed advisor. (4:43)
- Force multiplier that lets you leverage Whole Life for maximum benefit and still fund the investments you want. (6:03)
- Scared you’ll outlive your income? Here’s how I can help. (8:06)
Reach out to me:
https://www.linkedin.com/in/valerie-laroque-lacp-b569509
Infinite Banking Mastery (infinitebankingnorthwest.com)
