You Already Have Life Insurance. But Do You Have the Right Kind?

🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now Life insurance is one of those things most people set up years ago and rarely revisit. As your income, assets, and responsibilities change, so does the role life insurance should play in your plan. Anthony walks through the differences between term, whole, and universal life insurance, and how to think about each one at this stage of life. The right answer often depends less on the product and more on the problem you’re trying to solve. Here’s some of what we discuss in this episode: 🧭 Do You Need It?: Life insurance needs shift significantly in your 50s 🧾 Coverage Types: Term, whole, and universal each serve different roles 🔄 Universal Life: Flexible, but requires careful setup and monitoring 🏦 Permanent Insurance: Useful in specific estate or business situations 📊 Retirement Role: Can help fill gaps, protect income, or support legacy planning 0:00 – Intro 1:12 – Evaluating Different Types of Life Insurance Coverage 2:39 – Whole Life 5:15 – Universal Life 8:26 – Permanent Life 10:10 – Do I Even Need It? #lifeinsurance #financialplanning #financialadvisor #legacyplanning ___________________________________________________ Resources: Our website: https://cardinalwg.com/ Phone: (609) 362-5512 Contact our team: https://cardinalwg.com/contact-us Schedule your no-cost consultation: https://cardinalwg.com/schedule-now Check out our downloadable guides: https://cardinalwg.com/resources/down... Facebook:   / cardinalwealthgroup   LinkedIn:   / anthony-aulffo-cfp%c2%ae-75b2919b