DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing Withdrawing Funds from Life Insurance
Jul 1, 2024
The podcast discusses withdrawing funds from a whole life insurance policy, including insights on avoiding capital gains tax, considering surrendering or borrowing from the policy, importance of insurance for unexpected situations, and caution when surrendering a policy
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 2min
Airport Mix-up: Getting into the Wrong Car
01:38 • 2min
Exploring New Car Safety Features and Listener Update on Investment
03:24 • 4min
Withdrawal Strategies from Whole Life Insurance Policy
07:04 • 13min
Importance of Insurance Consideration and Caution when Surrendering a Policy
19:45 • 2min