060: Bill Black: The Math and Taxes of Life Insurance

In this episode, The Annuity Man and Bill Black discuss: 

• What is happening in the life insurance space (especially during the current pandemic). 
• How interest rates affect life insurance policies. 
• Benefits of life insurance to the beneficiaries. 
• What to watch out for in the sales pitch world of life insurance. 

Key Takeaways: 

• Oftentimes, term insurance can be changed to permanent insurance without the health checks being redone. 
• Life insurance is the best return on investment that you will never see. 
• Like with annuities, you buy life insurance for what it will do, not what it might do. 
• Rather than letting a life insurance policy lapse when you don’t want to continue it, it can be sold like you would a stock or bond. 

"There are no ifs, ands, or buts when you buy the right policy that has the right guarantees on it." —  Bill Black

Connect with Bill Black:

Website: http://www.whbco.com/

LinkedIn: https://www.linkedin.com/in/whblack/ 

Connect with The Annuity Man: 

Website: TheAnnuityMan.com 

Email: [email protected] 

Book: Owner’s Manuals 

YouTube: Stan The Annuity Man 

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