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Client Questions

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Income Investing
Competitive Advantage
Insurance

Filtering by Tag: Insurance

Should I buy a life insurance policy?

Dan Hutner, Jr.

Should I buy a life insurance policy? (Several clients have asked recently about life insurance as well as annuities.)

First, you have to decide if you even need life insurance. Are you the sole provider for young dependents? Are there other people who are dependent on your income? Are your assets too limited to take care of these people if something happened to you? Also, life insurance can be used in some sophisticated estate planning techniques. If none of these apply, you may not need insurance.

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tags Insurance