Mail Bag – In this episode, Chris Boyd and Jeff Perry answer a question from a listener
on the subject of what is the correct type of life insurance? Chris summarizes the
scenario where a woman from Wisconsin asks about whether a whole life insurance
policy is an effective use for life insurance and for saving for future college expenses and
retirement. Chris and Jeff outline how to evaluate the need and amount of insurance and
when different types of policies may be appropriate. The segment concludes with advice
to listeners to work with a financial advisor who is a fiduciary and to be fully informed of
all the costs and benefits when being sold a financial product.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr