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How Different Insurance Types Can Work Together in Your Financial Plan


In today’s episode, John Smallwood is back with part 5 of his series about how to protect your most important asset—you.

In previous episodes, John explored whole life, term, and universal insurance policies. Now he’s giving you concrete examples of how these different insurance types could work together in your financial plan. (For those who are visually inclined, please see John’s video, below.)

Related: How to Protect Your Most Important Asset

John also showcases how he implements his primary focus in clients’ financial plans, which is to reduce taxes, risk, fees, and costs, while also increasing saving rates, retirement income, and the amount of protection one has.

Tune in for another enlightening episode in John’s mini-series, where you can learn more about incorporating different insurance types in your financial plan.

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