Your Next Money Move

Is Whole Life Insurance a Good Investment?


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Having the right life insurance is a key piece of a successful financial plan. However, it can be complicated navigating the various types of life insurance. In this week's episode, Trent and Derek discuss Whole Life Insurance. Listen in to hear about how Whole Life Insurance works, how exactly the cash value operates, how surrender charges come into play, and how to evaluate whether it is a good fit for you.

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Your Next Money MoveBy Derek Lawson PhD, CFP® and Trent Porter CPA, CFP®