Sound Financial Bites

In this episode of the Sound Financial Bites Podcast, Paul and Cory discuss the value of whole life insurance as a financial investment. They cover the restrictions and legislation that govern these policy investments, including the TEFRA TAMRA Corridor and the 7-Pay Test. Finally, Cory and Paul compare whole life insurance with other investments such as a 401(k), rental real estate, and starting a business. For full show notes, including a FREE PDF of the transcription, visit: http://fullcast.co/sfb-133 This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Sound Financial Inc. dba Sound Financial Group is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or