Tag: Life Insurance

FEATURE
REPLAY: Life Insurance with Bobby Samuelson, Part 1: Whole Life Insurance

REPLAY: Life Insurance with Bobby Samuelson, Part 1: Whole Life Insurance

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With the typical asset division in investment planning being turned on its head, life insurance could be a beneficial alternative option. 

How does life insurance fit within portfolio planning?

In this episode, Iván Watanabe and Evan Wohl speak with Bobby Samuelson, Executive Editor at Life Product Review and President of Life Innovators. Together they discuss whole life insurance by exploring the importance of understanding the insurance company and its investment strategies when choosing a whole life policy.

Join the conversation and learn about:

  • How life insurance acts as an alternative investment
  • The complexities of investing in bonds
  • The importance of owning a participating policy from a mutual insurance company
  • How whole life insurance can benefit you as a fixed-income asset class
  • And more

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Bobby Samuelson:

About Bobby Samuelson:

Bobby co-founded Life Innovators in 2018 and has been President and CEO since its inception. Bobby was formerly Senior Vice President and Head of Life Insurance and Annuity Product Development and Pricing at Brighthouse Financial and Vice President of Life Product Development at MetLife. He is also the Executive Editor of The Life Product Review since 2012. Bobby is a regular keynote speaker at corporate and industry events.

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FEATURE
Life Insurance with Bobby Samuelson, Part 2: Index Universal Life Insurance

Life Insurance with Bobby Samuelson, Part 2: Index Universal Life Insurance

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Considering Indexed Universal Life Insurance (IUL) but still trying to figure out where to start? 

You aren’t alone. 

Social media has promoted its benefits but also some misconceptions which can lead to confusion.

In this episode of WealthStyle, Iván Watanabe and Evan Wohl are joined by Bobby Samuelson, Executive Editor at Life Product Review and President of Life Innovators for part two of this Life Insurance mini-series. 

Join the conversation to get a better understanding of:

  • Indexed Universal Life Insurance; it’s benefits and risks
  • Why you shouldn’t always believe what you see online concerning life insurance
  • The difference between Whole Life Insurance and Indexed Universal Life Insurance
  • And more

Resource:

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Bobby Samuelson:

About Bobby Samuelson:

Bobby co-founded Life Innovators in 2018 and has been President and CEO since its inception. Bobby was formerly Senior Vice President and Head of Life Insurance and Annuity Product Development and Pricing at Brighthouse Financial and Vice President of Life Product Development at MetLife. He is also the Executive Editor of The Life Product Review since 2012. Bobby is a regular keynote speaker at corporate and industry events.

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FEATURE
Life Insurance with Bobby Samuelson, Part 1: Whole Life Insurance

Life Insurance with Bobby Samuelson, Part 1: Whole Life Insurance

By |

With the typical asset division in investment planning being turned on its head, life insurance could be a beneficial alternative option. 

How does life insurance fit within portfolio planning?

In this episode, Iván Watanabe and Evan Wohl speak with Bobby Samuelson, Executive Editor at Life Product Review and President of Life Innovators. Together they discuss whole life insurance by exploring the importance of understanding the insurance company and its investment strategies when choosing a whole-life policy.

Join the conversation and learn about:

  • How life insurance acts as an alternative investment
  • The complexities of investing in bonds
  • The importance of owning a participating policy from a mutual insurance company
  • How whole life insurance can benefit you as a fixed-income asset class
  • And more

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Bobby Samuelson:

About Bobby Samuelson:

Bobby co-founded Life Innovators in 2018 and has been President and CEO since its inception. Bobby was formerly Senior Vice President and Head of Life Insurance and Annuity Product Development and Pricing at Brighthouse Financial and Vice President of Life Product Development at MetLife. He is also the Executive Editor of The Life Product Review since 2012. Bobby is a regular keynote speaker at corporate and industry events.

Podcast: Play in new window | Download | Embed

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FEATURE
Guaranteed Income for a Happy Retirement with Tom Hegna

Guaranteed Income for a Happy Retirement with Tom Hegna

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What’s the secret to a happy retirement?

If you want to enjoy your retirement to the fullest, you must have a sense of purpose and guaranteed income for the rest of your life. That way, you have something to look forward to every day, without the fear of running out of money!

In this episode of WealthStyle, Iván Watanabe and Evan Wohl sit down with Tom Hegna, a retirement expert, best-selling author, public TV host, and international speaker! 

Together, they explore:

  • Seven simple steps for a financially secure retirement
  • What drives happiness and longevity in retirement (based on research)
  • How you can achieve guaranteed lifetime income and a blissful retirement
  • Benefits of annuities and the different types available in the market
  • How to make your life purposeful and socially engaging during retirement
  • And more

Resources:


Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Tom Hegna:

About Tom Hegna:

Tom Hegna is an economist, author, and retirement expert. As a former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars on his signature “Paychecks and Playchecks” retirement approach, helping baby boomers and seniors retire the “optimal” way.

Tom specializes in creating simple and powerful retirement solutions. He has the unique ability to pump up a crowd, make people laugh, and solve complex financial problems using easy-to-understand words, ideas, and stories. He’s been featured in Business, Forbes, Money Rates, and many other leading publications. He is available to speak with businesses, government organizations, professional associations, financial professionals, and their clients across the globe.

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