“Off the Wall” Podcast

Our podcast is aimed at helping you answer the questions, “What is the purpose of my wealth and how can I make that vision a reality?” As Wealth Managers, we’re skilled at helping our clients think through these challenging, but important, questions. Let’s dive in!

Life Insurance | What to Know Before You Buy

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Many people wonder: is life insurance a problem in search of a solution, or a solution in search of a problem?

The thing is, life insurance can be very beneficial when done right… so let’s get down to it.

In episode 8, insurance expert Matthew Friedson from Greenberg Wexler & Eig joins Monument Wealth Management’s “Off the Wall” Podcast to share a wealth of insightful tips based on 15 years experience in the industry and answer questions like:

– What are the top things you need to ask or be aware of before buying a life insurance policy?

– What should you being doing with a policy you already own?

– How would a change in estate tax law impact life insurance strategies?

Learn more about Monument Wealth Management at: www.monumentwealthmanagement.com

Important Disclosures:
https://monumentwealthmanagement.com/disclosures