Want to create an interactive transcript for this episode?
Podcast: Maximizing Outcomes
Episode: Using Life Insurance as an Asset in Your Portfolio (Ep. 23)
Description: In this episode, Bobby Samuelson, President and CEO of Life Innovators, breaks down the complexities of traditional fixed income investing options, and explores how life insurance can be used as an asset in your overall portfolio.
He breaks down how whole life insurance can be a versatile financial instrument, used for the protection of families and businesses, while helping build and enhance wealth. Bobby covers the unique benefits that differentiate whole life insurance from other financial instruments, how it works, its uses, and flexibility.
Bobby discusses:
His journey: Past work and what he’s cu...