In this episode of The Wade Borth Podcast, Wade wraps up his deep dive into the eight key benefits of whole life insurance. Building on Part 1, he explores how privacy, tax-free death benefits, guaranteed monthly cash value growth, and income statement improvements make this asset a powerful tool for long-term financial confidence. If you’ve ever viewed premiums as a burden, this conversation may flip the script—showing how whole life insurance aligns with your values and financial goals to serve you for life.

 

Episode Highlights

01:45 - Understanding the multiple benefits of whole life insurance.

02:19 - Keeping money in your own financial ecosystem.

03:47 - Liquidity in times of financial stress.

05:38 - Privacy of whole life insurance contracts.

07:40 - Income tax-free death benefits.

10:48 - Guaranteed growth of cash value.

12:00 - Importance of starting early with whole life policies.

14:13 - Whole life insurance as part of a diversified financial strategy.

 

Episode Resources

• Connect with Wade Borth

• https://www.sagewealthstrategy.com/ 

• [email protected]