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The BFP University: Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Financial Planning team has always believed in. This show will extend the kinds of financial and retirement planning topics we've covered over the years in our video series and blogs with the added ability to highlight and elevate some of the top business owners and leaders in and around Salisbury, NC.

Your hosts are Trent Bradshaw and Brandon Rogers of Bradshaw Financial Planning. If you would like to be a guest or ask Trent and Brandon a question, please reach out. Email or call 704-216-2260.

Dec 16, 2021

Ironically, life insurance is a young man’s game. A lot of people assume the older they get, the less they need it but that might not be the case. There can be benefits for your family and your tax planning strategy that you may be unaware of.

While age is really important when applying for insurance your needs are always changing. You can use it for cash alternatives or long-term care needs as well. The utility of life insurance is not always as a death benefit. On today’s podcast, we’ll discuss life insurance and what you need to know about this financial tool. 


Key Points:

0:43 – A young man’s game

2:22 – What is the utilization?

4:56 – Leaving money to the kids

5:52 – Long term care

7:13 – Alternative uses

8:57 – Index universal life





Call: 704-216-2260