In this episode, Wade dives deep into the intriguing question: Is whole life insurance the ultimate savings vehicle? He passionately makes the case for why whole life insurance, often misunderstood as an investment, stands out as a powerful long-term savings strategy. With certainty, professional management by large institutions, and a contractual guarantee, whole life insurance offers a unique approach to securing your financial future. Join us in rethinking traditional savings methods and explore the potential of this often-overlooked financial tool. Schedule your call with Wade today!

Episode Highlights 00:30 Is whole life insurance the greatest savings vehicle? 01:13 Whole life insurance and its valuable characteristics including longevity 01:25 Long-term over short-term thinking in financial decisions 03:08 Whole life insurance offers certainty and allows for long-term planning 04:45 Professional versus amateur management of bond and real estate portfolios 07:42 The contractual guarantees covering a whole life insurance policy 09:24 The importance of rethinking

 

Episode Resources

• Connect with Wade Borth
• https://www.sagewealthstrategy.com/
• [email protected]