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Podcast: The Role of Life Insurance in Tax-Efficient Financial Planning and Wealth Transfer
Founder & CEO

In my recent conversation with Michael Johnston on the WealthChannel podcast, we dived into the critical role of life insurance in tax-efficient investing and wealth transfer. I shared my firsthand experiences with the ugly side of the insurance industry and the costly mistakes to avoid. When used wisely, life insurance can be a powerful tool, but the key is "knowing what you have" (too often this is not the case). Tune in to learn effective strategies for evaluating insurance needs and how to avoid the pitfalls of the industry.

If you'd like to explore your life insurance options, complete our life insurance questionnaire or sign up for a free, 15-minute call to learn more about our smart, ethical approach to life insurance.

To learn more about permanent life insurance, our video Which Type of Permanent Life Insurance Is Right for You? is a great place to start.

Wallis is the Founder & CEO of AboveBoard Financial, a company reinventing investment advice and insurance with revolutionary transparency and honesty. Wallis spent over 10 years at Goldman Sachs as an investment banker and hedge fund investor in financial institutions. She founded AboveBoard to cut through the BS and present important choices with clarity and compassion. Wallis lives in New York City with her husband and two young children.

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