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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 Move
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Your Next Money Move on Instagram
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Derek Lawson on LinkedIn
Trent Porter on LinkedIn
By Derek Lawson PhD, CFP® and Trent Porter CPA, CFP®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.
Check out our website, where you can sign up for our newsletter and find other free resources:
Your Next Money Move
Connect with us on social media:
Your Next Money Move on Instagram
Your Next Money Move on Twitter
Derek Lawson on LinkedIn
Trent Porter on LinkedIn