Why Whole Life Insurance Should Be Part of Your Financial Plan (Ep. 12)
Whole life insurance is old and expensive… or is it?
Robert Schlesinger and Daniel Paken discuss the importance of whole life insurance as a foundational asset in financial planning. They explain the history and mechanics of whole life insurance, highlighting its contractual guarantees and long-standing track record. The hosts emphasize that whole life insurance provides peace of mind and serves as a volatility buffer in retirement, allowing individuals to spend other assets differently.
Daniel and Robert discuss:
- How does whole life insurance serve as a foundational asset in financial planning, providing peace of mind and acting as a volatility buffer in retirement?
- What are the long-standing contractual guarantees of whole life insurance, and how have they stood the test of time?
- What are the common objections to whole life insurance, such as cost and fees, and how should these be evaluated against its value and benefits?
- Why is working with a knowledgeable advisor essential when implementing whole life insurance and designing a comprehensive financial plan?
- And more
Connect with Tempus Financial Group:
- Tempus Financial Group
- LinkedIn: Daniel Paikin, RICP®
- LinkedIn: Robert Schlesinger
- LinkedIn: Tempus Financial Group
- tempusinfo@tempus-financial.com
- 516-672-0784
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