Monthly Archives: September 2018

Episode 22 – How to Protect Your Most Important Asset: Part 5



In today’s episode, John Smallwood is back with part 5 of his series about how to protect your most important asset—you.

In previous episodes, John explored whole life, term, and universal insurance policies. Now he’s giving you concrete examples of how these different insurance types could work together in your financial plan. (For those who are visually inclined, please see John’s video, below.)

John also showcases how he implements his primary focus in clients’ financial plans, which is to reduce taxes, risk, fees, and costs, while also increasing saving rates, retirement income, and the amount of protection one has.

Tune in for another enlightening episode in John’s mini-series, where you can learn more about incorporating different insurance types in your financial plan.

Resources: Episode 18 – How to Protect Your Most Important Asset–YOU: Part 1 | Episode 19 – How to Protect Your Most Important Asset: Part 2 | Episode 20 – How To Protect Your Most Important Asset: Part 3 | Episode 21 – How To Protect Your Most Important Asset: Part 4 | Smallwood Wealth Management

 


Episode 21 – How to Protect Your Most Important Asset: Part 4



The purpose of having life insurance in your financial plan is not only to protect your most valuable asset, which is your ability to go to work every day, but can also be a tool that can help increase your retirement income.

However, most people forget about that second part.

In part four of his life insurance mini-series, John Smallwood explains how universal life insurance (UL) can function as more than just a protection policy. To help you better understand this type of insurance, John shares his deep knowledge by explaining the cost of premiums, how UL differs from whole and term insurance, and most importantly—how to determine which policy is suitable for you.

Tune in now to learn about all the unique features of universal life insurance!

Resources:

Episode 18: How to Protect Your Most Important Asset—YOU: Part 1 |

Episode 19: How to Protect Your Most Important Asset: Part 2 |

Episode 20: How to Protect Your Most Important Asset: Part 3 | 

5 Ways Your Wealth is Under Attack | Smallwood Wealth Management