Want to create an interactive transcript for this episode?
Podcast: The Money Advantage Podcast
Episode: How Whole Life and Guaranteed Universal Life Insurance Support Legacy, Wealth Transfer, and Tax Efficiency
Description: In today’s post, Bruce and I (Rachel Marshall) want to bring you behind the scenes of a candid and educational conversation we had with Matt Ewald, Vice President of Life Insurance at Advisors Excel. If you’ve ever wondered when and why to use guaranteed universal life insurance (GUL) —especially in the context of estate planning—this one is for you.
We’ve been having more and more conversations with families who aren’t just thinking about how to grow their wealth—but how to keep it intact for the next generation. And when estate taxes enter the picture, the stakes cha...