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Life Insurance for Dentists: When It Matters, What to Buy, and Common Mistakes
Manage episode 481315876 series 3612979
Content provided by Conor Mahlmann, CFP®, CSLP® & Jake Courtney, CFP®, CSLP®, Conor Mahlmann, and Jake Courtney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Conor Mahlmann, CFP®, CSLP® & Jake Courtney, CFP®, CSLP®, Conor Mahlmann, and Jake Courtney or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Life insurance isn’t the most exciting topic — but it can be an important one, especially as your career and family grow. We sit down with Ben Lacomis, CSLP®, a financial planner here at SLP Wealth, who started his career at one of the big Fortune 100 mutual insurance companies. Now, as a fiduciary advisor, he brings a balanced perspective on how to think through your options.
We talk about when life insurance makes sense, how your needs change over time, and what to know about term vs. permanent policies. You’ll also hear some offbeat real-life examples (yes, people really do insure their hair) and learn how to think through your own situation, whether it’s paying off debt or leaving something behind for the people you love. No pressure. No sales pitch. Just a clear conversation to help you figure out what fits your life and goals.
Key moments:
(06:18) Why life insurance is often a must-have early in your career — especially for young professionals (14:09) The big differences between term and whole life insurance, and how each works (20:01) Understanding the “three G’s” of life insurance (30:50) What to know about cash value and why some policies take longer to build it up (37:51) The 4% retirement rule and how to make your retirement spending feel more flexible
Managing your finances doesn't need to be painful. Book a free intro call today. Just browsing? Learn more about us at SLP Wealth.
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