Life Insurance | The Scottie Show:

You have probably heard the saying “When you die you can’t take the money with you” countless times. If you can’t take the money with you, who do you want to leave your money with?

Deciding who and where to leave your money can be difficult.

In this episode, Scott Leonardi discusses the different options that people have in regards to who and where to leave their money. He also discusses the importance of having proper beneficiaries in places, so more goes to them and less goes to the government.

Scott discusses:

The importance of having proper beneficiaries
How to ensure more money goes where you want it to
What gift tax is
The reasons why life insurance can be used
And more!

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For many people, life insurance is a topic of conversation that they try to avoid. They would rather do just about anything than sit down and talk about the various plans that are out there and set one up.

In this episode, Scott Leonardi dives into the riveting conversation of life insurance and why you want to consider setting up a plan to protect you and your family. Scott shares some personal experiences to help you better understand what setting up the right plan for you can do!

Scott discusses:

The four types of life insurance policies
The importance of understanding how the policies are funded
Life insurance plans when it comes to your children
A concept to help you understand your life insurance statement
And more

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Tag Archives: Life Insurance

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