top of page

Is Life Insurance Worth It?

  • Writer: David Peters
    David Peters
  • Oct 20, 2023
  • 1 min read

Updated: Oct 30, 2023


What should you consider when determining if life insurance is worth it? How can you leverage life insurance to enhance your estate planning objectives? How can life insurance integrate with your retirement income strategy?


I discuss all of these questions and more in this article for moneygeek.com.


Additionally, if you're wondering what life insurance might cost you, the best ways to estimate your life insurance cost and the different approaches life insurance companies take to determine your rate.


 

About the Author:

David Peters, CPA, CFP, ChFC, CLU, CPCU, CGMA, is the Founder and Owner of Peters Professional Education (petersprofessionaleducation.com) and Peters Tax Preparation & Consulting, PC. He is also a financial advisor for Peters Financial LLC. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States, and regularly contributes regularly to various professional publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures.


Comentários


  • Facebook
  • Twitter
  • YouTube
  • LinkedIn
  • RSS
  • Spotify
BC_badge_color_small.jpg

Mail to: 8005-C Creighton Pkwy #129, Mechanicsville, VA 23111

1657 W. Broad St. #5, Richmond, VA 23220

Financial, investment, and estate advisory services offered through Peters Financial LLC. Brokerage and custodial services offered through Charles Schwab Co. Inc., member FINRA and SIPC. Peters Financial LLC and Charles Schwab Co. Inc. are not affiliated. David Peters also offers tax services through Peters Tax Preparation & Consulting, PC. Peters Tax Preparation & Consulting, PC. Other than being under the same ownership, Peters Tax Preparation & Consulting, PC and Peters Financial LLC are not affiliated and clients or prospective clients of one are never obligated and receive no financial compensation or discount for using another.

This website is for informational purposes only and does not fully describe our investment services or performance. It is not a solicitation or offer to sell securities or advisory services except in states where we are registered or exempt. Information provided, including market data and articles, is from sources we believe reliable but is not guaranteed for accuracy or timeliness. Past performance is not indicative of future results. We are not liable for errors, delays, or interruptions in the information provided.

NO WARRANTIES, EXPRESS OR IMPLIED, ARE MADE REGARDING THE ACCURACY, COMPLETENESS, OR OUTCOMES FROM ANY INFORMATION ON THIS OR LINKED WEBSITES.

SIPCFINRAPrivacy PolicyImportant Information

 

© 2024 by Peters Financial Group

bottom of page