Whiteboard Series: Episode 7 – Life Insurance

Life insurance is one of the most important – but least understood – components of a quality long-term financial strategy.  It’s a grim topic that’s much easier to avoid than fully understand and embrace.  Life insurance does not need to be overly complex or costly and the appropriate solution for most people is far more simple than they might realize.  Episode 7 of the Whiteboard Series provides a high-level overview of life insurance with the purpose of putting the topic into a clear perspective for people to understand how it can play a role in their own personal financial strategies. 


The Whiteboard Series is a continuous exploration and discussion across a wide range of personal finance topics. Through a series of drawings, interviews and explanations, we hope to educate and simplify important financial planning principles.