Monthly Archives: November 2019

Episode 19 – Life Insurance as an Asset Class



When you consider what your assets are, you might think of belongings such as your car, house, technology, and other valuable possessions. But did you know that your life insurance policy is also an asset?

In this episode of The Truth About Wealth Podcast, John and Michael Parise discuss life insurance and how you can use it as an asset class.

In this episode, you will learn:

  • How life insurance as an asset fits into the tax conversation
  • The differences between life insurance policies and retirement accounts when it comes to accessing funds throughout your life
  • Various case studies that will help you understand how to use life insurance as an asset class
  • What it means to be selfish with your retirement funds and why it’s not recommended
  • And more!

Tune in now to learn about life insurance as an asset class!

Resources:  Copper Beech Financial Group