by Judy Carlson | Oct 21, 2025 | Investments, Life Insurance, Wealth Management
When most people hear the words life insurance, they may immediately think of one thing — protection. If something unexpected happens, life insurance can help loved ones pay off debts, maintain their home, or continue their lifestyle. And while that’s certainly true,...
by Judy Carlson | Sep 15, 2023 | Investments, Life Insurance, Retirement, Tax-Free, Wealth Management
She Did It! The Strategy Works! Ten years ago, I did a deep dive into the value of owning cash value life insurance in a lifetime wealth portfolio. After months of research, I took the plunge and started my first policy. So did several of my clients, including a young...
