Nobody likes to talk about life insurance, and one of the main reasons is that people don’t know how it’s used—or can be used.
The latest episode of our “ConsiderIt Wealth” podcast dives into the benefits and possibilities of life insurance, including risk mitigation for business and family, planning leverage for family legacy and charitable giving, tax leverage, and less apparent uses, like legal obligations and contribution goals.
Fidelis Capital President Matt Ellis, CPWA® moderates a conversation with Barry Flagg and Rick Simonetti:
Barry Flagg, CFP®, CLU, ChFC, GFS®, AEP®
Founder, Inventor & President of Veralytic, an independent life insurance research company that assesses pricing, performance, and product suitability
Fidelis Capital CEO and Head of Wealth Planning, who has spent decades helping families plan for their financial and values legacies