Life Insurance “Investment” Sales Pitches Are Convincing. Let’s Walk Through One.

Paul opens the show by talking about his experience in insurance sales at the beginning of his career. In these companies, advisors are taught to “smile and dial” and move products that make them and the company the most money. Listen along as Paul shares a video in which an insurance salesperson talks about LIRP and IUL plans and how he tries to sell them. Paul and Evan push back and teach you why these products are not recommended as accumulation vehicles and how to avoid getting sold one.

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This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information.
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