Why You Must Review Your Insurance Policy - Episode 40

Leaving your insurance policies filed away and forgotten about can be harming you. Curtis explains what to look out for and how to review your policy to make sure you are on top of any surprises. Call Curtis at 610-622-3121 and he will review your policies with you.   Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com   Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free book - [email protected] Call his office - 610-622-3121   Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed   Show Notes If you borrow against your permanent it's a loan you have to pay back. - 2:05 Why Universal Life is unstable and something you may want to avoid. - 4:00 Call Curtis and he'll do a review with you. - 7:21 Why you must use a convertible term policy. - 8:44 The term conversion strategy. - 10:55 How real estate makes your investments more efficient. - 14:08   Review, Subscribe and Share If you like what you hear please leave a review by clicking here   Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS