Oodles of Financial Advice

Episode 29: Variable Life is Baaaaack!

May 17, 2023 Jeremy Udell Season 1 Episode 29
Episode 29: Variable Life is Baaaaack!
Oodles of Financial Advice
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Oodles of Financial Advice
Episode 29: Variable Life is Baaaaack!
May 17, 2023 Season 1 Episode 29
Jeremy Udell

For years, Jeremy and his firm have largely avoided selling Variable Life Insurance. They just felt it was too risky. Life Insurance plans should have more certainty than to count on mutual funds invested in the stock market. But recently, changes to some Variable Life Insurance policies have made them an attractive option for a lot of their clients and prospects. Jeremy explains why that is, and also why he purchased his own Variable Life policy way back before he even got married!

Show Notes Chapter Markers

For years, Jeremy and his firm have largely avoided selling Variable Life Insurance. They just felt it was too risky. Life Insurance plans should have more certainty than to count on mutual funds invested in the stock market. But recently, changes to some Variable Life Insurance policies have made them an attractive option for a lot of their clients and prospects. Jeremy explains why that is, and also why he purchased his own Variable Life policy way back before he even got married!

What is Variable Life Insurance?
How has Variable Life changed in the last few years?
Why did Jeremy buy himself a Variable life policy in 2006?