The Most Overlooked Investment Class: Life Insurance

Have you considered life insurance as a means to adding a new investment to your portfolio? 

In this episode, Charles Massimo is joined by Michael Fliegelman from Strategic Wealth Advisor Network and Swan Life Brokerage. They explore the concept of using life insurance as an alternative investment and its unique characteristics. Michael explains the benefits of participating whole-life policies, including stability and protection during market downturns. 

Charles and Michael discuss: 

  • Options for receiving dividends from life insurance policies
  • The tax-free growth of cash value
  • The importance of long-term care coverage
  • The benefits of whole life insurance as a financial safety
  • And more

Related: The Truth Behind AI in the Financial World