Listen

Description

 Life insurance isn’t the easiest topic to think about—but it’s one of the most powerful tools for protecting your family, funding causes you care about, or even supporting a business succession plan. Jerry breaks down term vs. whole life, why timing and health matter, how beneficiaries work, and common estate planning strategies tied to life insurance. Whether you’re young, married, a parent, or a business owner, this episode helps you see life insurance as a vital part of financial security—not just another expense. 

💬 Have a question or comment? Contact Jerry here