Caleb Guilliams, founder of BetterWealth.com, advocates for whole life insurance as a strategic financial tool. Jim Dew, from Dew Wealth Management, brings 30 years of expertise serving entrepreneurs. Together, they dissect the pros and cons of whole life vs. term insurance. They highlight the complexity and common pitfalls of insurance sales tactics. The duo debates the suitability of whole life for investors, emphasizing timing, opportunity costs, and the importance of policy design while also flagging some products to avoid.
