Rubino & Liang Wealth Partners

Life Insurance – The If, When, & Why It May Be A Good Option

Questions From The Viewers – FAQs of Life Insurance!

In this episode of After The Paycheck, Adam asks viewers’ questions on the topic of life insurance to Sam. Questions answered include:

  1. What is the difference between Term & Permanent Life Insurance (and which one is best for me)?
  2. Should I contribute to my 401(k), Roth IRA, or look in to a cash value life insurance policy?
  3. If I have permanent Life Insurance, when can I access the cash value? What are the penalties?
  4. Are distributions from a permanent life insurance policy considered part of my income tax?

 

{{cta(‘effb6d72-c1c7-4068-b430-dd3b20c35b6d’)}}

HAVE A LIST OF QUESTIONS AROUND YOUR FINANCES?

Thinking about your retirement situation?

Let’s chat. Find a time on our calendar to reserve a 15 min. phone call with either Sam, John, or Ryan - we'll use this time to get to know you and your needs and talk about the retirement planning obstacles you may be facing.

The 365 Retirement Plan Process:

Schedule An Introductory Phone Call

This phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a podiatrist if you needed heart surgery!

Build Your Plan

Work with our team to create a comprehensive strategy that coordinates all aspects of your personal and financial situation. We provide specific recommendations on how to accomplish your retirement goals.

Enjoy Less Stress

Start feeling confident, content, and secure with your retirement situation. You might even sleep better!

Start Building Your 365 Retirement Plan:

More To Explore

Share This Post

Subscribe To Our Newsletter

Get updates Of Future Posts