Sept. 3, 2026

Episode 470: The I in TGIF is Insurance; It is The Asset that Changes Your Family Tree

Episode 470: The I in TGIF is Insurance; It is The Asset that Changes Your Family Tree
Episode 470: The I in TGIF is Insurance; It is The Asset that Changes Your Family Tree
Not Your Average Financial Podcast™
Episode 470: The I in TGIF is Insurance; It is The Asset that Changes Your Family Tree

In this episode, we ask:

  • Can you picture it?
  • What about term life insurance?
  • What about a 401(k)?
  • Who fears running out of money?
  • Is it too morbid?
  • Is it impolite?
  • What happens when the term ends on term life insurance?
  • What about rising internal costs?
  • What doesn’t pay a death benefit at all?
  • What about real estate?
  • What about property fights?
  • What is the result?
  • What will happen in the end?
  • Are you protecting the people that matter the most?
  • What has happened with the “buy term, invest the rest” story?
  • Who gets the lion’s share of your life’s work?
  • What about the death of a spouse or parent?
  • What are the implications of the death of business owners?
  • What patterns play out in real families and businesses?
  • Is the death benefit a secondary feature?
  • What is the contrast between temporary and permanent protection?
  • Will it actually deliver?
  • Would you like to hear Episode 187 on Term to Whole Life Conversions?
  • Would you like to listen to Episode 297 on giving out over 500 Death Benefits?
  • Would you like go through Episode 313 on taxes and fees?
  • Would you like to play Episode 392 on “Buy Term and Invest the Rest”?
  • Would you like to take in Episode 465 about a creative professional who build a Bank on Yourself style system that protected her work and her family?
  • Would you like to dig into Episode 395 and Episode 396 on Buy-Sell agreements for business owners?
  • What are the takeaways?
  • If I were gone, what would create the most financial stress for you?
  • Will you listen carefully to the answers?
  • What is on your documents?
  • Would you like to meet with Mark or one of Mark’s associates?
  • Would you like to leave us a review?