How to Manage Your Whole Life Insurance Policy

Strategic wealth management is more than putting the right tools in place. It’s about the ongoing employment and optimization of your assets, which should include managing your life insurance policies. Two of our Wealth Strategists dive into best practices, tips, advice, and real-life stories for how they, their clients, and you can master policy management.

Timestamps:
2:21 - Will Street’s experience during the Great Recession
6:50 - The firsthand experience that brought Will to Paradigm Life
7:47 - Chad Hanson’s Wall Street experience with conventional financial wisdom
11:55 - How Will managed his policy to develop a comprehensive wealth plan
15:03 - Expanding your wealth management capacity
16:19 - How Chad is managing his policies to support immediate opportunities and generational wealth
19:37 - The paradigm shift of adopting a new wealth strategy
22:03 - The broken financial story most Americans still live by
22:50 - How to leverage your policy and Wealth Strategist for both short- and long-term financial strategy
26:03 - Best practices for leveraging life policy loans

#strategicwealthmanagement #wealthstrategies #managelifeinsurancepolicies

Previous episode in this series: youtu.be/Q5EHlMU7k6I

Next episode in this series: youtu.be/6zkyMMQuFAo

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Paradigm Life is the leader in financial education and strategic wealth management that puts the control back in your hands. Whether you’re just starting to save money, looking to grow and protect your wealth, planning for retirement, exploring how to leave your assets behind, or simply tired of Wall Street volatility, we can help. To request a free, one-on-one consultation with one of our Wealth Strategists, visit Paradigm Life today. paradigmlife.net/

Request a consultation: bit.ly/3IemZ4D
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Want to Learn More?
Free infographic download - 8 Tenets of Effective Whole Life Policy Management: paradigmlife.net/resources/109/eight-tenets-of-…
Free chapter download of Patrick Donohoe’s bestselling book, Heads I Win, Tails You Lose: paradigmlife.net/resources/92/heads-or-tails-i-…

Other Helpful Resources:
The Donohoe Bulletin: paradigmlife.net/resources/categories/bulletin/…
Paradigm Life Blog: paradigmlife.net/blog/?utm_source=youtube.com&a…

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Patrick Donohoe on LinkedIn: linkedin.com/in/paradigmlife/
Website: paradigmlife.net/

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