Welcome to the “Off the Wall” Podcast
The podcast redefining wealth for founders and high-earning execs. Let’s dive in!
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