In this episode of the Retirement Power Hour, Joe Allaria, CFP®, and Jay Waters dive deep into the pros and cons of two popular types of life insurance: Term Life and Whole Life. While both offer unique benefits, choosing the right policy depends on your individual financial goals.
Key Terms Discussed:
-Term Life Insurance
-Whole Life Insurance
-The Cash Value Debate
-Guaranteed Dividends
-Buy Term, Invest the Rest
Whether you’re new to life insurance or reassessing your coverage, this episode will help you understand the key differences between these two policies and give you the tools to make an informed decision.
If you enjoyed this episode, make sure to check out our podcast How Much Life Insurance Do I Need? https://youtu.be/mA0xUdHW7lE
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Disclaimer:
All material discussed on this podcast is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of CarsonAllaria Wealth Management, Ltd., a Registered Investment Advisory firm. Information discussed on this podcast may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement.
Learn more about CarsonAllaria Wealth Management at https://carsonallaria.com/
Invest Wiser & Retire Better!
