

Ep 186: Using Cash-Value Life Insurance for EVERY Phase of Life
Jan 16, 2024
In this episode, Rod Zabriskie and Blake Brogan from Money Insights discuss the versatility of cash-value life insurance. They explore its use in financial planning, wealth building, retirement income, and generational wealth creation. They also highlight the unique features, tax benefits, and control it offers compared to other investment options. Discover how cash-value life insurance can be a valuable tool across every phase of life.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 4min
The Benefits of Using Cash-Value Life Insurance as an Investment Tool
04:29 • 19min
Using Cash-Value Life Insurance as an Investment Optimizer and Retirement Strategy
23:09 • 6min
Unique Tax Benefits and Riders in Cash-Value Life Insurance
29:08 • 6min
Using Cash-Value Life Insurance for Generational Wealth and Legacy
34:59 • 7min
Using a Tool for Total Financial Control and Amplifying Benefits
42:21 • 3min