Whole life insurance is old and expensive… or is it?

Robert Schlesinger and Daniel Paken discuss the importance of whole life insurance as a foundational asset in financial planning. They explain the history and mechanics of whole life insurance, highlighting its contractual guarantees and long-standing track record. The hosts emphasize that whole life insurance provides peace of mind and serves as a volatility buffer in retirement, allowing individuals to spend other assets differently. 

Daniel and Robert discuss: 

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• How does whole life insurance serve as a foundational asset in financial planning, providing peace of mind and acting as a volatility buffer in retirement?
  
• What are the long-standing contractual guarantees of whole life insurance, and how have they stood the test of time?
  
• What are the common objections to whole life insurance, such as cost and fees, and how should these be evaluated against its value and benefits?
  
• Why is working with a knowledgeable advisor essential when implementing whole life insurance and designing a comprehensive financial plan?
  
• And more
  

Connect with Tempus Financial Group:

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• Tempus Financial Group
  
• LinkedIn: Daniel Paikin, RICP®
  
• LinkedIn: Robert Schlesinger
  
• LinkedIn: Tempus Financial Group
  
• tempusinfo@tempus-financial.com
  
• 516-672-0784