Life Insurance 101 (WATCH THIS BEFORE YOU BUY)



After getting my own life insurance policy last year, I’ve been blown away by what a cool tax-free, wealth-building loophole it is. They don’t call it “Rich Man’s Roth IRA” for nothing! Financial education, people! That being said, life insurance can be confusing, and there’s a lot of bad products/salespeople out there, so this video I share everything I know about life insurance and how to decide if it’s a fit for you.

***ATTENTION: I have a new Instagram and TikTok handle @itsrosehan ***
That’s my official account, and I will NEVER message you about investment schemes, so please be careful and block & report any scammers posing as me.

TIMESTAMPS
00:01:10 – What is life insurance?
00:06:40 – What’s best for you… Term Life vs. Permanent Life?
00:12:00 – When is the best time to get life insurance?
00:16:25 – How to choose a GOOD life insurance policy

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***πŸ‘‡ BOOK A FREE CONSULTATION WITH MY TRUSTED INSURANCE AGENT πŸ‘‡***
Get an assessment of your financial situation and learn more about how different policies work
https://calendly.com/yairklyman

SOME NAMES OF REPUTABLE *MUTUALLY-OWNED* INSURANCE COMPANIES
Northwestern Mutual, National Life, John Hancock, Mutual of Omaha, Minnesota Mutual, Nationwide

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***FREE TRAININGS πŸ€“***

THE 3 SECRETS TO INVESTING IN TIMES OF UNCERTAINTY πŸ“ˆ
How to build wealth on autopilot, even if you’re scared, totally confused by financial jargon, and tend to get stuck in β€œanalysis paralysis”.
https://www.rosehan.com/investing ← SIGN UP HERE

$1K ON THE SIDE πŸ’Έ
3 insider tips to creating consistent monthly cashflow with options trading …even if you’re totally intimidated by it, busy with a full-time job & don’t want to be glued to a screen all day.
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***BOOKS I RECOMMEND πŸ“š***

I Will Teach You to Be Rich (hilarious how-to book on personal finance for millennials)
https://amzn.to/2VbJ1Pt

The Little Book of Common Sense Investing (Jack Bogle’s classic advice on index funds)
https://amzn.to/32ewzjj

InvestED (step-by-step, millennial-friendly advice on how to pick stocks like Warren Buffett)
https://amzn.to/2SLTYpn

Unshakeable (this book = courage. blast ALL the fears & misconceptions you have about investing)
https://amzn.to/2SKyklt

Rich Dad Poor Dad (#1 selling personal finance book of all time… need I say more?)
https://amzn.to/2SJ6vtx

Think and Grow Rich (the ultimate book on money mindset and wealth consciousness)
https://amzn.to/37N2adc

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***MY FAVORITE MONEY TOOLS πŸ–€***

YNAB (I literally can’t live without this budgeting app, so obsessed)
https://www.youneedabudget.com/?ref=YkZbz4082iUstrX7&utm_source=customer_referral

Wise (like Venmo but for international currencies – I use this app a LOT for my life in Mexico)
https://wise.prf.hn/l/413jE0q

High-Yield Savings Accounts (don’t settle for 0% when you can get 3%+ on your savings)
https://www.bankrate.com/landing/rose-han/best-savings-options-rosehan

Ledger Nano S (crypto storage hardware wallet, because “Not Your Keys, Not Your Crypto”!):
https://amzn.to/3Ne37jy

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DISCLAIMERS & DISCLOSURES ❀

This content is for education and entertainment purposes only. Rose does not provide tax or investment advice. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.

This description contains affiliate links that allow you to find the items mentioned in this video and support the channel at no cost to you. Investing With Rose is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to www.amazon.com. Thank you for your support!

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SAY HI ON SOCIAL! πŸ‘‹πŸΌ
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