Podcast · Audio
A widowed mother nearing retirement had savings but not enough income, and no room for market risk. Her son was about to borrow for his first condo. Hear how she financed his home herself, turning idle savings into a steady monthly income while keeping the interest in the family, and how she then used part of that income to start her own policy.
Whole Life vs. Universal Life: Who's Really Taking the Risk?
Podcast · Audio · 3:58