Over the past year, we’ve had an uptick in clients coming to us with permanent life insurance (e.g. whole life or universal life) questions. As a result, we took a hard look at how such policies work and why and whether it might be beneficial to own some for savings purposes, even when there isn’t a truly permanent life insurance need. The attached is what we learned.
What Makes Artemis Financial Advisors Different?
Leigh Bivings, Ph.D., CFP®, CDFA™
February 11, 2022
Finding a new financial advisor can be a daunting task. Between researching, interviewing, and transitioning assets to a financial professional, it can be overwhelming to
