Welcome to this episode of 20/20 Money! Today’s episode is all about the options that you have if you’ve purchased whole life insurance in the past and you’re wondering what options you have if it hasn’t necessarily lived up to your expectations. While whole life insurance can have a place in a financial plan and we’re not 100% anti-whole life, we’ve seen more than our fair share of examples where it’s been misused, mis-sold, or placed with less-than-ideal carriers.

 

As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our newsletter and you can also set up a 20-30min Triage conversation to learn a little bit more about how we help ODs around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions or check out any number of additional free resources like our eBooks, blog posts, and on-demand webinars.

 

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