Do you need life insurance? Not everyone does and before you start deciding what type of policy you need, there’s a whole list of questions you should ask yourself. Joe and OG are taking center stage today and sharing their top five considerations before buying life insurance. Starting the conversation around risk management and planning, not the product, will lead you to the best solution for you and they tell you how.
During our headline segment, we’re talking about advisor fees. With multiple fee models out there, is one better than another? The guys share their thoughts on why each model works and why there might not be a right or wrong way to do it. We’ll also answer Jen’s question about paying off her mortgage early. Doug will also share his super exciting insurance trivia.
- Flat fees gain traction among advisers critical of asset-based pricing (Investment News)
Joe and OG
We’re mixing it up today and Joe and OG are talking about life insurance, specifically, the five biggest considerations before buying a policy.
- What is the life insurance policy called that’s permanent, flexible, and offers mutual fund-like investments inside?
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- Jen wants to pay off her mortgage early and wants advice on the best way to do it.
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Written by: Brooke Miller
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