WCI #341: How to Surrender One of Those Nasty Indexed Universal Life Insurance Policies
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.8 • 2.4K Ratings
🗓️ 16 November 2023
⏱️ 33 minutes
🧾️ Download transcript
Summary
How to Surrender One of Those Nasty Indexed Universal Life Insurance Policies. Today we are answering your questions on the speakpipe. If you want your question answered leave us a message at https://whitecoatinvestor.com/speakpipe. Today we talk about 401(k)s vs. SEP IRAs, legal insurance, disability insurance, how to surrender an indexed universal life policy and more!
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The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you!
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Transcript
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| 0:00.0 | This is the White Coat Investor Podcast, where we help those who wear the white coat get a fair shake on Wall Street. |
| 0:06.1 | We've been helping doctors and other high-income professionals stop doing dumb things with their money since 2011. This is White Coat Investor Podcast number 341. |
| 0:18.0 | Today's episode is brought to us by So5, folks who help you get your money right. |
| 0:22.0 | They've got exclusive rates and offers to help medical professionals. to us by SoFi, folks who help you get your money right. |
| 0:22.8 | They've got exclusive rates and offers to help medical professionals like you |
| 0:25.6 | when it comes to refinancing your student loans. |
| 0:28.0 | That could end up saving you thousands of dollars. |
| 0:30.0 | Still in residency, SoFi offers competitive rates and the ability to whittle down your payments to just $100 a month while you're still in residency. |
| 0:36.2 | Already out of residency, SoFi's got you covered there too, with great rates that could help you save money and get on the road to financial freedom. |
| 0:41.8 | Check out their payment plans and interest rates |
| 0:43.7 | at sofi.com slash white code investor. Sofi student loans are originated by sofi bank |
| 0:47.9 | N a member FDIC. Additional terms and conditions may apply and mLSMLS 696-891. |
| 0:53.7 | All right, welcome back to the podcast. |
| 0:55.4 | Hope you're having a great fall. |
| 0:57.7 | We're getting into winter here in Utah, |
| 1:00.4 | getting cold. |
| 1:02.4 | And by the time you listen to this we probably got snow so |
| 1:05.8 | now I get stuff put away you're ready for the cold months here we go |
| 1:11.2 | by the way if you're getting getting really cold where you're at, there is a solution. |
| 1:17.2 | You can join us in Florida, first week of February. |
| 1:19.8 | February 5th through 8th specifically is when W.C. I. |
| 1:23.3 | 24 is going to take place. This is the position, |
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