Cole Leonida, Financial Planner | CFP® | CPWA® | CKA®
Life Insurance as an Act of Stewardship
A few years ago, I sat down with a couple who were both schoolteachers. They had recently purchased permanent life insurance policies, sold to them as a kind of financial Swiss Army knife: life insurance, retirement savings, college savings, even a pseudo bank account, all in one. The promise? Tax-free growth and flexible use. But…