164: The Hidden Benefits of Life Insurance with Jim Bowman

Jim Bowman is the President of Life Operations at Advisors Excel, and someone I’ve known for many years. I’ve spoken to him for many hours about today’s topic - life insurance - well before we ever decided to record this podcast and his deep knowledge on the topic has proven hugely valuable to countless advisors - myself included.

Life insurance isn’t just about ensuring that your family has cash flow in the event that you pass away or sustain a career-ending injury. It can also be used as powerful investment, a source of tax-free income, a way to cover long-term care, and for cash management.

Today, Jim joins the podcast to discuss the major misconceptions surrounding life insurance, how to use life insurance as a protective policy and an investment tool over the course of your life and career, and the many different ways to put this asset class to work for you.

Show Notes: Howardbailey.com/164

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