CFO at Home

162. Life Insurance Strategies for Financial Security


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On our last episode, we discussed Long-Term Care Insurance and options. Today my discussion with Bruce Weinstein, Co-Owner of Weinstein Wealth Insurance Solutions, focuses on Life Insurance; various types, and the roles they can play in our plans for wealth accumulation, protection, and leaving a legacy. You can learn more about Bruce and Weinstein Wealth Insurance Solutions by visiting PlanMan.tv

Key Takeaways:

(06:33) Life Insurance for wealth building and asset accumulation

(26:42) Having the courage to have the conversation about life insurance

(27:18) Permanent Insurance

(40:47) Common mistakes people make when evaluating life insurance

Ways to contact/follow:

  • PlanMan.tv

  • 844-PLANMAN

Contact the Host - [email protected]

...more
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CFO at HomeBy Vince Carter

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