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When is the right time to start a whole life insurance policy and what should you do if it's not the right time? Demetrius Walker, wealth coach at BetterWealth walks through a real client case study and what he did with them to give them the coverage they wanted without compromising their financial situation.00:00 Client's Story and Goals01:16 Designing the Whole Life Insurance Policy02:19 The Need for Additional Coverage03:04 Cash Value and Death Benefit03:28 Understanding the Underwriting Amount04:50 The Vault05:21 Convertible Term Insurance06:37 Why Life Insurance is About More Than Cash Value?07:00 Importance of Death Benefits07:51 Action Plan08:21 Next Steps with Better WealthWant Whole Life Insurance? Click Here To Meet Our Team: https://bttr.ly/aa-yt-clarity Want Free Life Insurance Education & Resources? Unlock the Vault: https://bttr.ly/yt-aa-vault Learn More About the And Asset: https://bttr.ly/andasset======================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
By Caleb GuilliamsWhen is the right time to start a whole life insurance policy and what should you do if it's not the right time? Demetrius Walker, wealth coach at BetterWealth walks through a real client case study and what he did with them to give them the coverage they wanted without compromising their financial situation.00:00 Client's Story and Goals01:16 Designing the Whole Life Insurance Policy02:19 The Need for Additional Coverage03:04 Cash Value and Death Benefit03:28 Understanding the Underwriting Amount04:50 The Vault05:21 Convertible Term Insurance06:37 Why Life Insurance is About More Than Cash Value?07:00 Importance of Death Benefits07:51 Action Plan08:21 Next Steps with Better WealthWant Whole Life Insurance? Click Here To Meet Our Team: https://bttr.ly/aa-yt-clarity Want Free Life Insurance Education & Resources? Unlock the Vault: https://bttr.ly/yt-aa-vault Learn More About the And Asset: https://bttr.ly/andasset======================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.