Insurance part 1 - disability and life insurance with Joe & Kristen Fazio
beyond MD with Dr. Yatin Chadha
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The Advantages and Disadvantages of a Participating Policy
The downside with the universal life policy is that the policy will react exactly like the indices do. So because of this, it requires a more hands-on approach where you want to continue to monitor your investments and adjust the allocation as needed. Under what circumstances would these products be useful for a professional? A few things that come to mind are if one has a child with special needs who may require some financial assistance after retirement, after death. And I guess if you have other questions, we could certainly jump into those. For sure.
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