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Protecting Your Income and Your Assets Thumbnail

Protecting Your Income and Your Assets

Estate Planning Insights Tax Planning

Protecting your income and your assets is a key part of any financial plan. And normally when we plan for this, we are talking about life insurance.  In today’s episode.

  • 0:00 - Intro
  • 1:08 - Something Interesting – What happens after a “mild year” in the stock market.
  • 2:28 - Basics of Term Life Insurance
  • 4:42 - How much protection should you consider.
  • 6:29 - Permanent Life Insurance.
  • 9:19 - An Effective tool for:  business buy-sell agreements.
  • 10:55 - An Effective tool for: Covering Nursing Home Expenses
  • 13:22 - An Effective tool for:  Charitable Giving.
  • 15:53 – An Effective Tool for: Paying a Tax Bill
  • 17: 56 - An Effective tool for:  Leaving a legacy to your family.
  • 19: 02 - Parting thoughts:  Life Insurance can be the right tool for the job.
  • 21:33 - Parting thoughts:  Protection is important.

Appearing in this video:  Todd Kimpel, CLU®, ChFC®, Julie Daley, RICP®, Neal Watson, CFP®


Something Interesting:  What Happens to Stocks the Year After a Mild Year of Volatility?

2021 was a mild year for stock market volatility.   The largest drawdown during the year was roughly 5%.  What happens to stocks the year after a mild year?  


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