The Most Versatile Financial Tool: Life Insurance

Recorded by: Celeste McKeefery | Beachhurst Financial

In this episode, Celeste McKeefery, founder and president of Beachhurst Financial explains the importance of life insurance and how affordable it can actually be.  Find out why Celeste considers life insurance the most versatile financial tool for your portfolio.

Celeste discusses: 

  • The best time to get life insurance
  • All the benefits that can come with life insurance
  • How life insurance can be used as a wealth transfer tool
  • Why an Indexed Universal Life Insurance (IUL) is considered the rich man’s Roth IRA
  • And more!

Related: Why You Should Do Annual Insurance Reviews