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The Retirement Playbook - Episode 4 (Three Reasons Why Life Insurance Should Be Part Of Your Wealth Plan)

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Manage episode 349014313 series 3392496
Content provided by Bryon Spicer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bryon Spicer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

On the latest installment of The Retirement Playbook, we're diving deep into life insurance. Yes, this is a topic that doesn't often get people excited in the same way that other financial solutions do, but it's a critically important one to consider for your wealth plan!

Join Bryon and Ryan for another great dialogue surrounding the financial opportunities that life insurance can provide for your wealth plan overall, as well as the various needs it can be leveraged to address.

Let's jump right in and discuss why this is one of the most flexible and versatile tools within your wealth planning toolkit!

Timecodes:

0:06 - Introduction and overview on the topic of the episode

1:28 - Why Bryon is a firm believer in life insurance

2:23 - The importance of wealth planning and having a big picture mentality

4:13 - How you can identify a need for wealth planning in the first place

5:29 - The key role life insurance plays within life planning

6:31 - Why is life insurance so versatile?

8:16 - The goals that life insurance can be leveraged to achieve

9:26 - How life insurance can help address a need when a family member passes

12:33 - Life insurance can provide cash to address a future need

14:03 - How life insurance can help business owners address a business concern

16:18 - How you can get in touch with Bryon and his team to discuss life insurance

17:24 - Closing remarks

Connect with Bryon Spicer:

LinkedIn

Website

  continue reading

6 episodes

Artwork
iconShare
 
Manage episode 349014313 series 3392496
Content provided by Bryon Spicer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bryon Spicer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

On the latest installment of The Retirement Playbook, we're diving deep into life insurance. Yes, this is a topic that doesn't often get people excited in the same way that other financial solutions do, but it's a critically important one to consider for your wealth plan!

Join Bryon and Ryan for another great dialogue surrounding the financial opportunities that life insurance can provide for your wealth plan overall, as well as the various needs it can be leveraged to address.

Let's jump right in and discuss why this is one of the most flexible and versatile tools within your wealth planning toolkit!

Timecodes:

0:06 - Introduction and overview on the topic of the episode

1:28 - Why Bryon is a firm believer in life insurance

2:23 - The importance of wealth planning and having a big picture mentality

4:13 - How you can identify a need for wealth planning in the first place

5:29 - The key role life insurance plays within life planning

6:31 - Why is life insurance so versatile?

8:16 - The goals that life insurance can be leveraged to achieve

9:26 - How life insurance can help address a need when a family member passes

12:33 - Life insurance can provide cash to address a future need

14:03 - How life insurance can help business owners address a business concern

16:18 - How you can get in touch with Bryon and his team to discuss life insurance

17:24 - Closing remarks

Connect with Bryon Spicer:

LinkedIn

Website

  continue reading

6 episodes

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