246: Incorporating Life Insurance Into Your Financial Plan With Dick Weber
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 25 October 2021
⏱️ 60 minutes
🧾️ Download transcript
Summary
Today, I'm talking to Dick (Richard) Weber. Dick is the founder of The Ethical Edge, a fee-for-service consultancy with a unique focus on life insurance. His company provides clients with a wide array of services, including life insurance policy management with both a technical and due diligence perspective on legal cases pertaining to life insurance.
Before launching his own company, Dick spent 25 years in life insurance sales. He has won the Kenneth Black, Jr. Leadership Award from the Society of Financial Service Professionals, was elected to the NAEPC Estate Planning Hall of Fame, and created several computer-based tools that have revolutionized how advisors and their clients view and select life insurance products.
In our conversation, Dick and I discuss his book, Thriving Beyond Midlife. We'll also dive into several critical aspects of retirement that have very little to do with finance, and how the life insurance industry has changed over the last 50 years.
Show Notes: Howardbailey.com/246
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Transcript
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| 0:00.0 | Welcome to the Retire with Purpose podcast, a show specifically designed to help pre-retirees and retirees maximize their financial confidence. |
| 0:14.4 | Casey Wheat is a certified financial planner and president of Howard Bailey Financial. |
| 0:18.4 | His newest book, Job Optional, is a Wall Street Journal |
| 0:21.5 | bestseller and is available now on Amazon and at Retirewithpurpose.com. He's your host on |
| 0:27.9 | Retire with Purpose. Hey, I'm Casey, and I believe in retirement strategies that are driven by |
| 0:34.0 | meaning and purpose. Join me this week and every week as we discuss thoughts and ideas |
| 0:40.3 | with some of today's foremost experts in the field of finance and retirement, as well as discussing |
| 0:46.2 | trending topics that could impact your bottom line. These discussions can help you make |
| 0:51.7 | better financial decisions so you can live the lifestyle |
| 0:55.0 | you've always imagined and deserved. Welcome to the show. |
| 1:02.3 | Today I'm talking to Dick Weber. Dick is the founder of The Ethical Edge, a fee-for-service |
| 1:09.7 | consultancy with a unique focus on life insurance. |
| 1:13.8 | His company provides clients with a wide array of services, including life insurance policy |
| 1:19.1 | management, auditing, both technical and due diligence perspectives on legal cases pertaining |
| 1:26.1 | to life insurance, and much more. Before launching |
| 1:29.4 | his own company, though, Dick spent 25 years in life insurance sales, a self-described |
| 1:36.5 | ex-life insurance salesman. He has won the Kenneth Black Jr. Leadership Award from the Society |
| 1:44.0 | of Financial Service Professionals. He was elected to the NA Black Jr. Leadership Award from the Society of Financial Service Professionals. |
| 1:46.1 | He was elected to the NAEPC Estate Planning Hall of Fame and created several computer-based |
| 1:52.3 | tools that have revolutionized how advisors and their clients view and select life insurance |
| 1:58.2 | products. In our conversation, Dick and I discuss his book, Thriving Beyond Midlife, as well as diving |
| 2:05.5 | into several critical aspects of retirement. |
... |
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