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Life Insurance Strategies

Mar 14, 2024
Life Insurance Strategies photo is depicted by a goldfish jumping out of the bowl of water and headed for a larger bowl with three sharks looking up at it.
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Global Wealth Advisors Financial Planning, Investment Management, and Business Consulting

Need or greed, using life insurance strategies can help protect your family and potentially add to your retirement income. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the specifics about life insurance and the flexibility available. They also investigate whether AI, gold, US debt, and tech dividends are something to watch.

Watch the video podcast version on YouTube

Find it Fast:  Life Insurance Strategies

About Life Insurance
00:58—Insurance strategies
01:30—Term life
05:23—Permanent insurance
09:32—Investment options
13:00—Caution needed

Something or Nothing
14:28—Artificial intelligence
21:02—Interest payment on US debt
23:12—Tech dividends
26:09—CPI print hotter than expected

Bold Predictions
27:10—March Madness

This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.

If you enjoyed learning about insurance strategies be sure to follow the Your Money Momentum podcast published twice monthly where you listen to your favorite pods or watch our latest video session on YouTube at Your Money Momentum.

Your Money Momentum podcast is produced by: Pamela Engstrom

Music by: PWISBYRuff

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