The Money Meets Medicine Podcast

When Whole Life Insurance Makes Sense

Whole life insurance is a contentious topic in the personal finance space for physicians. To be honest, it isn’t the right product for 95% of doctors out there. However, this does not mean it isĀ never the right product for physicians. In fact, there are some niche situations where whole life insurance makes a lot of sense.

Some of these, which we discuss in this episode of Money Meets Medicine, include:

  • Those with estate planning concerns (i.e. you will hit the estate tax limit)
  • Super high savers who have maxed out all other available options
  • Business owners of individual practices

Tag along as we discuss all that and more:

Physician Disability Insurance

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