Could the Boggle-heads be wrong about something?

Might Your Money Or Your Life have missed out on a tried-and-true alternative to Treasury Bonds and ETFs?

If you’re willing to question 1 thing most of the FIRE Movement believes that was invented in the 1980s to make 1 man rich, then you’re ready to watch this video.

In case you want more before watching the video, here’s our final enticement:

You have been led to believe the following:

“Generally speaking, you are better off purchasing term insurance and using a good investment vehicle than purchasing whole life insurance, but it does have a place in estate planning in certain situations” (https://www.bogleheads.org/wiki/Insurance).

Are you willing to consider if your situation might be one of those “certain situations” they are referring to?

What if our new 2020 reality means “buy term and invest the rest” is broken?

What if there was a specially-designed whole life that was dramatically different than the typical “off the shelf” stuff?

Have you ever taken a serious look to find out?

If you’re not ready to talk, watch the video and then listen to these 3 podcast episodes.  You might also like this video.  Then decide for yourself whether to bring your questions to us.

We’d love to hear your feedback and help you decide your next steps.  No strings attached.  We’re here to help. Click “Request a Meeting” whenever you’re ready to chat.