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Off The Wall

Jun 29, 2021

Many people wonder: is life insurance a problem in search of a solution, or a solution in search of a problem? 

The thing is, life insurance can be very beneficial when done right... so let's get down to it.

In episode 8, insurance expert Matthew Friedson from Greenberg Wexler & Eig joins Monument Wealth Management's "Off the Wall" Podcast to share a wealth of insightful tips based on 15 years experience in the industry and answer questions like:

- What are the top things you need to ask or be aware of before buying a life insurance policy?

- What should you being doing with a policy you already own?

- How would a change in estate tax law impact life insurance strategies?


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