Latest / The Investor Coaching Show with Paul Winkler
Life Insurance “Investment” Sales Pitches Are Convincing. Let’s Walk Through One.
Paul opens the show by talking about his experience in insurance sales at the beginning of his career. In these companies, advisors are taught to “smile and dial” and move products that make them and the company the most money. Listen along as Paul shares a video in which an insurance salesperson talks about LIRP and IUL plans and how he tries to sell them. Paul and Evan push back and teach you why these products are not recommended as accumulation vehicles and how to avoid getting sold one. Want to cut through the myths about retirement income and learn evidence-based strategies backed by…
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