Balancing Life Insurance & Investments: The Teeter-Totter Approach

How do you effectively balance life insurance with traditional investments? 🤔

I like to think of it as a teeter-totter: Remember how boring it was to sit on a teeter-totter alone?

You needed someone to balance the other side for it all to work. That’s exactly how our financial plans should operate.

If all your funds are sitting on one side—with risk and government control—you're out of balance and vulnerable.

Life insurance can be the perfect counterbalance, providing security, stability, and tax advantages.

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