
#077 - Understanding cash value life insurance and how it's sold, with Kevin Lao
Retirement Planning Education, with Andy Panko
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The Role of Life Insurance in Savings
There are, again, a lot of good reasons to own permanent life insurance. But consumers need to look out for if the person that's pitching the product is leading with the savings vehicle aspect. If it's led with savings, I would also want to figure out like, how is this policy designed? Kevin: Can someone who sells insurance, what's their like duty of care, standard of care?
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