Whole Life Policy as Investment Vehicle

What this episode covers

Three years ago I was advised to start a whole life insurance policy as an investment vehicle, as a way to take out a tax-free loan against the policy upon retirement. I'm starting to doubt that this is really the right investment vehicle for me.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney

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Frequently Asked Questions

How long is this episode of MoneyWatch with Jill Schlesinger?

This episode is 15 minutes long.

When was this MoneyWatch with Jill Schlesinger episode published?

This episode was published on September 19, 2023.

What is this episode about?

Three years ago I was advised to start a whole life insurance policy as an investment vehicle, as a way to take out a tax-free loan against the policy upon retirement. I'm starting to doubt that this is really the right investment vehicle for...

Can I download this MoneyWatch with Jill Schlesinger episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.