Today, I'm talking to Matt about Index Universal Life Insurance which is a type of Cash Value Life Insurance. Life insurance as an asset class and as part of your investment strategy.
I have a bit of a mental block when it comes to Life insurance as an asset class, so it's always good to get to the other side of the story and broaden my perspectives a bit. Matt Golliher of Vista Investments on Life Insurance as part of your investment strategy.
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Show Notes
0:00:00 Welcome and context
0:01:57 What is your background?
0:03:06 Life Insurance as an investment asset
0:10:05 Tax benefits of using life insurance as an investment strategy
0:16:50 Life insurance as collateral for loans
0:24:01 Life Insurance tax deductions
0:26:34 Are there some structural risks coming from the current financial systems?
0:36:10 In what sort of economic situations does life insurance won't work?
0:41:30 Custodial risks for life insurance
0:47:30 Regulatory risks for life insurance
0:50:10 How does a loan against your life insurance compare with other forms of loans?
0:57:31 What amount of money is required to make this strategy work?
1:00:00 Where can people find out more about you?
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