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.
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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.