Tag: Whole Life Insurance

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Why Whole Life Insurance Should Be Part of Your Financial Plan (Ep. 12)

Why Whole Life Insurance Should Be Part of Your Financial Plan (Ep. 12)

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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

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Understanding Life Insurance in Financial Planning with Craig Katz (Ep. 5)

Understanding Life Insurance in Financial Planning with Craig Katz (Ep. 5)

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Navigating the realm of life insurance can be a daunting challenge—from selecting the most fitting type for your plan to deciding whether it’s a necessity at all. However, its role in your financial portfolio is far from insignificant.

In a compelling discussion, Daniel Paikin and Robert Schlesinger team up with Craig Katz, their partner at Tempus Financial Group, to unravel the intricacies of life insurance. This insightful conversation delves deep into why life insurance is a pivotal component of your financial puzzle, dissecting various types, including term and permanent policies.

Daniel, Robert and Craig discuss: 

  • Why is life insurance important in financial planning
  • How do you calculate the amount of life insurance needed
  • What are the types of life insurance, specifically term insurance and permanent life insurance
  • Why is it important to integrate life insurance into a broader financial plan
  • And more

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Connect with Craig Katz: 

About our Guest: 

Craig believes in taking both an offensive and defensive approach to developing and protecting wealth. He helps his clients build maximum wealth potential while simultaneously protecting against major facets of life such as taxes, inflation, lawsuits, death and disability.

Craig has been in the financial services industry since 1997, beginning as an analyst with JP Morgan Chase. From there he spent a few years as an equity trader where the lack of intimate and long-standing client relationships led him to move to the personal planning side of finance. He joined Strategies for Wealth, an affiliate of Tempus Financial Group in 2004.

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