Wealth Mavericks

The Truth About Cash Value Life Insurance: Asset or Ripoff?


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Cash value life insurance gets a lot of mixed reviews—some call it brilliant, others say it’s a waste of money. In this episode, we break down how cash value life insurance can actually be a powerful wealth-building tool when used the right way. We explain where it fits into your financial plan, why it’s not one-size-fits-all, and how doctors like you can avoid common mistakes. 

Whether you're just starting out or already have a policy in place, this conversation will help you see life insurance through a smarter, strategic lens.

Check out our episode on mortgages Bob mentions in today’s episode: https://youtu.be/BuwnergP8CQ?si=AHI4Yf9PT4hA_sPo

  

Learn how we can help you: https://www.terrafirmaconsultant.com/ 

Schedule some time with Erin: https://meetings.hubspot.com/nevicosi

 

The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.

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Wealth MavericksBy Robert Wolf, Joe Arioto, and Erin Nevicosi