Maximizing Outcomes

Maximizing Outcomes


Using Life Insurance as an Asset in Your Portfolio (Ep. 23)

May 05, 2023

In this episode, Bobby Samuelson, President and CEO of Life Innovators, breaks down the complexities of traditional fixed income investing options, and explores how life insurance can be used as an asset in your overall portfolio.


He breaks down how whole life insurance can be a versatile financial instrument, used for the protection of families and businesses, while helping build and enhance wealth. Bobby covers the unique benefits that differentiate whole life insurance from other financial instruments, how it works, its uses, and flexibility.


Bobby discusses:


  • His journey: Past work and what he’s currently doing as the president of Life Innovators
  • Why demand is on the rise for whole life insurance and annuities
  • The stability and returns trade-off of an insurance policy vs. a fixed-income portfolio
  • The complexities associated with investing in bonds
  • The benefits of whole life insurance
  • And so much more!

Resources:


Connect with Bobby Samuelson:


Connect with McGovern Wealth Group: