
#077 - Understanding cash value life insurance and how it's sold, with Kevin Lao
Retirement Planning Education, with Andy Panko
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Introduction
This is the 77th episode of the Retirement Planning Education Podcast. We have a special treat for you today: Kevin Lau, owner of Imagine Financial Security based out of Jacksonville, Florida. He's lived it both sides from working at insurance places to now being his own independent firm where he does not directly sell insurance. The talk will be about when cash value or permanent life insurance might be right for you and also learn what to look out for when getting sold such types of insurance.
Transcript
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