I sit down with Trevor Ellis, CFP®, with Northwestern Mutual and we discuss life insurance, including factors to consider, term vs. permanent options, and securing your financial future. Don't miss this valuable discussion on making informed decisions.
For more info on Trevor and his services, check out his LinkedIn: https://www.linkedin.com/in/trevor-j-ellis/
00:00 Intro
00:55 Who needs life insurance?
02:06 How much do you need?
06:02 Get Term and Invest the Difference?
08:20 Permanent Life Insurance
13:10 Permanent Insurance vs Investing
16:34 Advantage of a Mutual Company
19:50 Other type of permanent insurance
22:40 Indexed Universal Life
26:35 How to pick an insurance policy
29:21 Trevor's Info
Disclaimer: The information provided is for general informational purposes only and should not be construed as financial, legal, or tax advice. Always consult with a qualified professional before making any financial, legal, or tax-related decisions.
