EPISODE #1072
Life Insurance as an Asset Class with Eric Geier
We talked about life insurance as an asset class, the tax benefits and positive attributes of the product, the drawbacks or negative aspects, and how to think about it in terms of time horizon!
Listen to us On
About the Episode
LifeBlood: We talked about life insurance as an asset class, the tax benefits and positive attributes of the product, the drawbacks or negative aspects, and how to think about it in terms of time horizon with Eric Geier, CEO of Puresurance. Listen to learn if life insurance could be a good savings vehicle for you!
For the Difference Making Tip, scan ahead to 18:44!
You can learn more about Eric at Puresurance.com, Facebook and LinkedIn.
George Grombacher
Lifeblood Host
Eric Geier
Guest
More Episodes
How Taxes Can Reduce Your Income in Retirement
When planning for retirement, it's easy (and prudent) to focus solely on saving enough money or making wise investment choices. However, one crucial factor that is often overlooked in retirement income planning is taxes. While many retirees expect to pay less in taxes...
The Benefits of Stock Dividends for Retirement Income Planning
As we approach retirement, one of our primary goals is to ensure a reliable income stream to sustain our lifestyle. While there are several options available for generating retirement income, many retirees are increasingly turning to stock dividends as a key component...
The Value of Fixed Annuities in Retirement Income Planning
As retirement approaches, people find themselves grappling with the challenge of ensuring a reliable income stream during their golden years. One popular solution to this problem is the fixed annuity, a financial product that offers a guaranteed income for life or a...
Your Personal DOGE
Your Personal DOGE The DOGE is about to take a knife to the federal government. Could you benefit from a personal DOGE to cut some of your expenses? George G talks about how to reduce your overhead and get moving in the right financial direction!About the EpisodeThe...
Getting What You Need with Elizabeth Husserl
Getting What You Need with Elizabeth Husserl The pursuit and acquisition of money only goes so far. Elizabeth Husserl talks about how to make sure you're getting what you need!About the EpisodeWe focused on getting what you need, how all human needs are universal but...
Is the Government Wasting Money?
A Cash Flow Revolution with David Mozeika
A Cash Flow Revolution with David Mozeika Could a simple shift in how you manage cash flow unlock your financial success? David Mozeika talks about how to supercharge your savings rate!About the EpisodeWe focused on shifting the way we think about and manage our cash...
Know Your Client with Jai Baker
Know Your Client with Jai Baker When you truly know your client, you understand a lot more than just their numbers. Jai Baker talks about developing relationships that get results!About the EpisodeWe focused on knowing your clients and customer beyond just numbers and...
Humanizing Personal Finance with David Steele
Humanizing Personal Finance with David Steele How's your relationship with your financial team? David Steele talks about getting better outcomes by humanizing personal finance!About the EpisodeWe focused on humanizing personal finance and financial planning, the...
Join the show.
Interested in being on the show? Tell me a little bit more about you and what you’d like to talk about!