Whole Life Insurance

MOM-enomics with Booth Parker, CPA

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1y ago 13:56

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Whole Life Insurance can be a useful tool in specific situations when it comes to estates, but you'll need help navigating each factor around inheritance and the unified credit. Your own CPA, Booth, is here to help and provide educational information about this kind of insurance and how to use it to your advantage.

Find more educational material and lifestyle tips on boothparker.com!

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(00:00) - Whole Life Insurance
(00:14) - Introduction: Whole Life Insurance
(03:12) - The Unified Credit
(05:22) - Example: Bob
(08:37) - Future Proofing for Legislation
(10:55) - Why Whole Life Insurance is Useful
(12:46) - Outro

This podcast is produced by Rooster High Productions.

54 episoder

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