1. EachPod

Mail Bag- Whole life insurance policy for college expenses

Author
J. Christopher Boyd
Published
Mon 08 Apr 2024
Episode Link
https://sites.libsyn.com/35485/segment-3-4424

Mail Bag – In this episode, Chris Boyd and Jeff Perry answer a question from a listener on the subject of what is the correct type of life insurance? Chris summarizes the scenario where a woman from Wisconsin asks about whether a whole life insurance policy is an effective use for life insurance and for saving for future college expenses and retirement. Chris and Jeff outline how to evaluate the need and amount of insurance and when different types of policies may be appropriate. The segment concludes with advice to listeners to work with a financial advisor who is a fiduciary and to be fully informed of all the costs and benefits when being sold a financial product.

For more information or to reach Chris Boyd or Jeff Perry, click the below link: https://www.wealthenhancement.com/s/advisor-teams/amr

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