Episode 6

Published on:

4th May 2021

Advance Your Wealth - Three Reasons Life Insurance Should Be Part of Your Wealth Plan

In this installment of Advance Your Wealth, Homer and Ryan dive into the topic of life insurance, which is a topic that doesn't often get people excited in the same way other financial solutions like stocks do.

However, life insurance is actually one of the most flexible and versatile tools that you can use in your overall wealth planning toolkit.

So sit back, relax, and enjoy another enlightening conversation surrounding how these policies can be harnessed and utilized to better position your financial portfolio.


00:50 - Why life insurance should be a key component within wealth planning

02:00 - Everyone should be developing a wealth plan overall

03:00 - The focus with life insurance is more geared towards the person, not the product

03:50 - Are there signs people should be looking out for when it comes to this?

05:50 - The specific role live insurance can play within financial planning processes

06:05 - What makes life insurance policies so versatile

07:23 - There are multiple goals that life insurance can help people strive towards

11:08 - How these policies can help address a future need

12:30 - How life insurance can help entrepreneurs of today

14:10 - How this life insurance conversation plays a role within the stress testing process

15:00 - Closing remarks

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About the Podcast

Advance Your Wealth With Homer Smith
Financial advice to generate the results you expect and desire
Advance Your Wealth With Homer Smith provides you and your business with the financial advice needed to make calculated decisions moving forward. With over 18 years of industry experience, Homer Smith, Private Wealth Advisor with Konvergent Wealth Partners, understands the importance of a commitment to customer service and strives to help clients pursue their financial goals towards aspirations and retirement.

Each episode we'll take a deep dive into a different complex topic surrounding personal and business wealth management. So sit back, relax, and enjoy enlightening conversations that highlight an array of financial questions and topics.

Investment advice offered through Integrated Financial Partners, doing business as konvergent wealth partners, a registered investment advisor.