BetterWealth with Caleb Guilliams
An Academic Review of Whole Life Insurance in Retirement
Nov 1, 2023
This podcast explores the applications of whole life insurance in retirement and critically assesses Dr. Wade Pfau's influential book. It covers over funding life insurance, personal experiences with financial planning, alternatives to bonds, critical thinking in finance, seizing opportunities, and expressing love and kindness to loved ones.
46:55
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Quick takeaways
- Overfunding life insurance with a proper company can provide bond rate returns while offering numerous benefits, such as a death benefit and chronic illness riders.
- Properly structured life insurance policies can serve as a replacement for bonds in a portfolio, offering bond rate returns and additional benefits.
Deep dives
Understanding the Benefits of Overfunding Life Insurance
Overfunding life insurance with a proper company can provide bond rate returns while offering numerous benefits, such as a death benefit and chronic illness riders. It enhances financial life by improving the safety and cash flow of retirement.
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