Caleb and Riley joined by Myron Littman, owner of Foresight Financial. If you have ever asked yourself questions like, “Do I still need this insurance policy?” Or “What coverages do I actually need as I get older?” Then this episode is for you. Surprisingly, insurance can be used as a creative planning tool to help you to increase your savings and wealth and take you to the next level. Other times, insurance is your saving grace and provides financial support for a potential serious illness, disability or a death. So if you would like to make informed insurance decisions, find the wealth building opportunities that exist in insurance strategies, and lessen the blow that your family may take when you face a serious risk event, then we suggest you stick around for this episode.
Learn more about:
- The surprising benefits of life insurance for older adults in retirement and explore the role of insurance in estate planning, family business transitions, and more.
- Explore the significance of critical illness Insurance, stories of real-life impact, cost considerations, and the concept of “return of premium”.
- Insights from Myron Littman, a Certified Financial Planner with over two decades of experience, as he shares his personal journey and the impactful stories that shaped his career.
Resources:
- Book, Radical Curiosity, on Amazon
- AgeWave: https://agewave.com/
- Most recent study, “The New Age of Aging”
Hosted by Caleb Miller and Riley Anderson of InvestorDNA
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