Should You Be Looking Into a Whole or Universal Life Insurance Policy?

Kelley C. Long
Making of a Millionaire
8 min readNov 23, 2020

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Photo by KOBU Agency on Unsplash

One of the more common questions I get as a financial planner who doesn’t sell anything is around the topic of life insurance, specifically whether or not to invest in a whole or universal life policy. Note that I use the word “invest” because I view this decision as a bit of an investing trade-off. Here are my thoughts.

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CFP & CPA writing about money & how it fits into life based on my work with everyday people as a financial coach. www.financialblisscoach.com