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Whole Life Insurance
Manage episode 396895104 series 3426054
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Whole Life Insurance can be a useful tool in specific situations when it comes to estates, but you'll need help navigating each factor around inheritance and the unified credit. Your own CPA, Booth, is here to help and provide educational information about this kind of insurance and how to use it to your advantage.
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- (00:00) - Whole Life Insurance
- (00:14) - Introduction: Whole Life Insurance
- (03:12) - The Unified Credit
- (05:22) - Example: Bob
- (08:37) - Future Proofing for Legislation
- (10:55) - Why Whole Life Insurance is Useful
- (12:46) - Outro
This podcast is produced by Rooster High Productions.
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