Skip to content
DIGITIZE YOUR POLICY

An Economist Compares Whole Life with "Buy Term & Invest the Difference" | InFi #7

October 21, 2023

An Economist Compares Whole Life with "Buy Term & Invest the Difference" | InFi #7
2024-12-04  • 55 min
An Economist Compares Whole Life with "Buy Term & Invest the Difference" | InFi #7
InFi: The Future of Finance
Play

Bob uses Dave Ramsey as a springboard to go through the proper apples-to-apples comparison of Whole Life insurance versus a term-policy-with-side-fund strategy. There are pros and cons of each.

Ramsey clip: https://www.youtube.com/watch?v=mPRTp6XrScM

Bob's two-part Medium series explaining the WL and BTID strategies in more detail: https://medium.com/infineogroup/comparing-whole-life-to-buy-term-invest-the-difference-part-1-of-2-eab1b008fedc

https://medium.com/@robert.murphy_15979/comparing-whole-life-to-buy-term-invest-the-difference-part-2-of-2-84cd633a10d8

Newsletter from our Chief Economist

Enter your email on the right to receive the infineo newsletter from our Chief Economist, Dr. Robert P. Murphy, & keep up to date with other infineo communications.