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?




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.

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