Adviser and friend of the show Phil Thompson joins Glen to unpack a ton of great questions from the m3 community. They touch on:
๐๐ป personal insurance in super vs out of super
๐๐ฟ tax on TPD pay outs
๐๐พ salary sacrificing into super to cover premiums
๐๐ผ how does your health history impact your ability to get cover?
๐ Iโm single, have assets and no dependants, do I need life insurance?
๐๐ฝ how do exclusions work and how long do they last?
๐๐ฟ having multiple policies
๐๐ป level vs step premiums
๐๐พ when do you need income insurance?
๐ what are your options if you canโt get insurance?
๐๐ฟ changing your level of cover
๐๐ป which insurances should families prioritise?
๐๐พ some wild stats about the likelihood of trauma events occurring
๐๐ผ de-linking your insurance from super
Learn more about life insurance in the deep dive episodes below.
414 sex, drugs & life insurance... death, TPD, trauma, income protection (part 1/2)
414b sex, drugs & life insurance... death, TPD, trauma, income protection (part 2/2)
To speak to Phil or one of our trusted advisers click here.
๐ Please read our disclaimer + warnings before listening to this episode
๐ก Join the m3 facebook group
๐ธ Quick links to Glenโs book, other resources and $20 off The Glen James Spending Plan
my millennial money is produced by SYMO interactive
Hosted on Acast. See acast.com/privacy for more information.