Whole Life Insurance vs. a 401(k)

In this video, Jake and Gino talk with Dylan Stewart, who started his first Whole Life Policy when he was just 27 years old. Dylan knew at a young age that he needed to begin thinking long-term. He wanted a safe and secure way to protect his financial future. Watch Dylan’s story below.

The key takeaways:

  • He compared many options such as a traditional savings account and a 401(k) plan, and he realized that leveraging a whole life insurance policy would be a much better strategy.
  • The guaranteed rate of return offered by our specially-designed whole life insurance policies takes the guesswork out of your portfolio. Instead of saving for retirement inside a 401(k), a whole life policy allows your money to earn a steady return rate each year.
  • You don’t have to worry if your money will be impacted by market swings.
  • Thanks to the multiple benefits that a whole life policy provides, Dylan was able to deploy the Dual Asset Strategy by investing the cash value of his policy for real estate investing, while having life insurance coverage as well. You can do it too! Find out how below.

Are you ready to find out all the ways a 100 Year REI Whole Life Policy can work for you?

Schedule a call directly with our team to get started today!

More Resources

Learn more about becoming a 100 Year Real Estate Investor with a specially-designed whole life insurance policy.

The Structure of a Whole Life Policy
How Policy Loans Work