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Mail Bag- Whole life insurance policy for college expenses
Manage episode 411309030 series 7742
Mail Bag – In this episode, Chris Boyd and Jeff Perry answer a question from a listener on the subject of what is the correct type of life insurance? Chris summarizes the scenario where a woman from Wisconsin asks about whether a whole life insurance policy is an effective use for life insurance and for saving for future college expenses and retirement. Chris and Jeff outline how to evaluate the need and amount of insurance and when different types of policies may be appropriate. The segment concludes with advice to listeners to work with a financial advisor who is a fiduciary and to be fully informed of all the costs and benefits when being sold a financial product.
For more information or to reach Chris Boyd or Jeff Perry, click the below link: https://www.wealthenhancement.com/s/advisor-teams/amr
1000 قسمت
Manage episode 411309030 series 7742
Mail Bag – In this episode, Chris Boyd and Jeff Perry answer a question from a listener on the subject of what is the correct type of life insurance? Chris summarizes the scenario where a woman from Wisconsin asks about whether a whole life insurance policy is an effective use for life insurance and for saving for future college expenses and retirement. Chris and Jeff outline how to evaluate the need and amount of insurance and when different types of policies may be appropriate. The segment concludes with advice to listeners to work with a financial advisor who is a fiduciary and to be fully informed of all the costs and benefits when being sold a financial product.
For more information or to reach Chris Boyd or Jeff Perry, click the below link: https://www.wealthenhancement.com/s/advisor-teams/amr
1000 قسمت
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