We trace Paola’s near-fatal crash to a purpose-driven path in life insurance, unpacking term, whole, and IUL policies, living benefits, and how to align coverage with goals and seasons of life. We dig into underwriting realities, estate planning, and why intentional reviews protect families and legacies.

• vision boards as a tool for intentional planning
• the accident that sparked a shift to protection
• myth-busting life insurance and “scam” claims
• term vs whole vs IUL and living benefits
• how underwriting works and why honesty matters
• calculating coverage based on debt and dependents
• using IUL cash value for emergencies and retirement
• trusts, probate, and funding estate taxes
• building a fiduciary agency and client-first culture
• annual policy reviews tied to life changes

30-minute free discovery call

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