Episode #205: The 6 Most Popular Ways to Use Life Insurance in a Financial Plan


 

Blanketed financial advice is never good. When you’re seeking out financial advice, it’s important to look for a financial advisor or a fiduciary that is goals-based and solutions-oriented so that you can focus on constructing a solid long-term financial plan. Life insurance continues to play an important role in a diversified financial portfolio. The reason that life insurance continues to be considered the “Swiss Army Knife” of financial planning is because it can be extremely versatile in the kinds of solutions it can offer.

In this episode of Money Script Monday, Laurence will explore the many ways to leverage life insurance, the pros and the cons of each, and why this financial vehicle is an essential component to a comprehensive financial plan.

Resources Provided for This Episode


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About Laurence Williams

Laurence Williams is a Field Support Representative at Simplicity Group. He coaches hundreds of financial professionals on how to build effective financial strategies that achieve their clients' long term goals and helps them stay educated on the latest industry trends.