Have you considered life insurance as a means to adding a new investment to your portfolio? 

In this episode, Charles Massimo is joined by Michael Fliegelman from Strategic Wealth Advisor Network and Swan Life Brokerage. They explore the concept of using life insurance as an alternative investment and its unique characteristics. Michael explains the benefits of participating whole-life policies, including stability and protection during market downturns. 

Charles and Michael discuss: 

• Options for receiving dividends from life insurance policies
• The tax-free growth of cash value
• The importance of long-term care coverage
• The benefits of whole life insurance as a financial safety
• And more

Resources:

• 1-800-492-1222
• Wealth Enhancement Group 

Connect with Charlie Massimo: 

• LinkedIn: Charlie Massimo

Connect with Peter Anastasian: 

• LinkedIn: Peter Anastasian 

Connect with Michael Fliegelman: 

• LinkedIn: Michael Fliegelman
• Michael Fliegelman
• Swan Wealth

Disclosures

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk, including loss of principal. No strategy ensures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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