2: Everything You Need to Know about Whole Life Insurance
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.9 • 2.3K Ratings
🗓️ 19 January 2017
⏱️ 23 minutes
🧾️ Download transcript
Summary
Everything You Need to Know about Whole Life Insurance.
Dr Dahle explains what it is, how it works, why you don't need it, and what to do if you have already purchased it.
Dr. Dahle also addresses questions about inheriting individual securities and prioritizing extra money according to your personal investing statement.
If you found this podcast useful visit our blog at http://whitecoatinvestor.com/ for more personal finance and investing information. Find an engaging and helpful community in our forum at http://whitecoatinvestor.com/forums/
This episode is sponsored by Larry Keller, CFP, CLU, ChFC, RHU, LUTCF at Physician Financial Services. Larry is well-known to long-term blog readers from the nearly dozen guest posts he has submitted over the years. He has also worked with literally hundreds of WCI readers to get term life and disability insurance coverage in place. I’ve received tons of favorable feedback and absolutely zero negative feedback about Larry over the years. If you are in need of term life or disability insurance contact Larry at 516-677-6211 or [email protected].
Transcript
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| 0:00.0 | This is the White Code Investor Podcast, where we help those who wear the White Code get a fair |
| 0:04.8 | shake on Wall Street. We've been helping doctors and other high-income professionals stop doing |
| 0:09.5 | dumb things with their money since 2011. Here's your host, Dr. Jim Dowe. |
| 0:17.6 | Welcome to Podcast number two here at the White Code Investor. This episode is sponsored by Larry |
| 0:22.8 | Keller at PhysicianFinancialServices.com. Larry is a CFP and a CLU. He specializes in term life |
| 0:29.7 | and disability insurance for physicians. You will find as educated, unbiased, no-pressure approach |
| 0:35.3 | to be a refreshing change from the interactions you may have had in the past with insurance agents. |
| 0:40.5 | You can contact him via email at lkelleratphysicianfinancialservices.com or by phone at 800-481-6447. |
| 0:51.3 | We're trying to have a lot of fun with this new podcast. It's a little weird if you've never |
| 0:55.4 | done this. All I'm doing is sitting in my dining room with a microphone in front of me and my |
| 0:59.3 | computer in front of me and trying to come up with something interesting for you to listen to. |
| 1:03.6 | Very interesting task if you've never done it before. I'm sure as we go along through these |
| 1:08.4 | that I'll become a little bit more polished and we'll get better at editing them, but I hope it |
| 1:12.4 | consists of very high yield information for you. There's a few reasons that we're doing this |
| 1:17.2 | podcast. One is to try to get this valuable information out to a new audience. What I discovered when |
| 1:23.8 | I wrote my book a few years ago is there's an entire segment of people who are willing to read books, |
| 1:28.8 | who aren't willing to read blogs. We were able to get the message to a lot more people by |
| 1:33.6 | getting into a book and selling it on Amazon. Also, we're looking to have a little bit of fun here. |
| 1:38.5 | This is kind of a fun format to do a few things that we're not able to do on blogs and not |
| 1:43.8 | able to do when I go out to speaking engagements and that sort of thing. Mostly, I want to reinforce |
| 1:48.8 | the ideas that are on the website, in the book, in the monthly newsletter, which is free, by the way, |
| 1:53.6 | if you haven't signed up for it, in fact, everything on the website's free. Also, a chance to do a lot more |
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