In the first episode of our new season, we introduce the volatility buffer concept and provide guidance on how establishing the asset of the cash value in a whole life insurance policy can help you navigate volatile markets and prepare for a more secure financial future. Two of our Wealth Strategists take a deep dive into this concept, and explain how it can work for clients wishing to preserve or enhance their retirement income, while also protecting your existing assets from stock market erosion.
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More