236. Be Your Own Bank with Life Insurance - Is this legit?
On this episode of A Wiser Retirement® Podcast, we talk about using life insurance to be your own bank with Casey Smith and Shawna Theriault, CFP®, CPA, CDFA®. We discuss what happens if you rely solely on life insurance for wealth-building and stress the importance of having a diversified financial plan.Podcast Episodes Referenced:- Ep 214: What is disability insurance and do I need it?- Ep 179: Long-Term Care Insurance: To Buy or Not to Buy?- Ep 146: The Power of Life Insurance to Meet your Family’s GoalsYouTube Videos Referenced:- Long-Term Care Insurance ExplainedLearn More:Founded in…
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