Coffee Break – Episode 75: Whole Life, Cash Value Guarantees

Experience has taught me, that the more money people have, the more they are motivated in the ‘return of that money’ and less on the ‘rate of return’ of that money. This is why a portfolio of mutual insurance issued whole life policies fit so well into the foundation of one’s financial life.  The guarantees of regulated reserve requirements and not the potential future values are what provides certainty in our very uncertain world.