4min chapter

The Disciplined Investor cover image

TDI Podcast: PermaBear Knight (#853)

The Disciplined Investor

CHAPTER

The Pitfalls of Insurance-based Investment Portfolios

The speaker discusses the issue of insurance advisors providing investment services without expertise and highlights the importance of specialized knowledge in investments, potential high fees, lack of changes in portfolios, and limitations of independence and oversight.

00:00

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