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Podcast: The Money Advantage Podcast
Episode: Estate Planning with Life Insurance: How to Protect Your Wealth and Prepare Your Family
Description: When we first started talking about estate planning with life insurance, it was because we saw a massive disconnect in how families were thinking about their wealth. Not just the numbers. But the purpose behind it.
https://www.youtube.com/live/sqVXY199ygQ
Bruce and I were in the middle of one of our deeper conversations—talking through how most people think life insurance is just a “check the box” kind of thing. They get the policy, set up a will or trust, and assume their family is covered.
But what they haven’t thought through is how that money will be...