More Than Commas Podcast

Podcast

Podcast Episode 85: Basics of Life Insurance Part 5 – Whole Life

EPISODE SUMMARY In part 5 of this seven part series on the Basics of Life Insurance, Paul sits down with Cory Shepherd, President of Sound Financial Group and author of Cape Not Required, to discuss Whole Life Insurance, how it worked before 1982, and how legislation called TEFRA/TAMRA changed the rules around life insurance. WHAT WAS COVERED 04:05 – How…

Podcast

Podcast Episode 82: Basics of Life Insurance, Part 2 – Universal Life Explained

EPISODE SUMMARY In part 2 of this seven part series on the Basics of Life Insurance, Paul sits down with Cory Shepherd, President of Sound Financial Group and author of Cape Not Required, to discuss Universal Life insurance. WHAT WAS COVERED 02:01 – Paul and Cory explain how Universal Life (UL) takes its place between term and whole life insurance…

Podcast

Podcast Episode 81: Basics of Life Insurance, Part 1 – Types of Life Insurance

EPISODE SUMMARY In part 1 of this seven part series on the Basics of Life Insurance, Paul sits down with Cory Shepherd, President of Sound Financial Group and author of Cape Not Required, to discuss two different types of life insurance – term and whole life. WHAT WAS COVERED 05:42 – How does life insurance work? 08:02 – Cory explains…

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