Is Whole Life Insurance a Good Investment?

You’ve probably heard people call whole life insurance an investment. It’s not.

In this video, I break down why whole life insurance isn’t an investment. It doesn’t go up and down with the markets, it doesn’t lose money, and it grows guaranteed every single year. That makes it the perfect stability tool to balance out volatile assets like stocks, crypto, and real estate.

Think of it as your volatility buffer. Something that quietly compounds in the background while the rest of your portfolio rides the market rollercoaster.
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ABOUT THE HIDDEN RESERVE

Chris Zerafa is the Founder of The Hidden Reserve, a financial services company dedicated to providing families and business owners with financial strategies that are rooted in guarantees, not guesswork.

Chris educates clients on how to leverage cash value insurance and guaranteed annuities to create a more secure, predictable financial future.

Enhance your financial portfolio with guaranteed growth, guaranteed income & tax-free use of money, giving you the peace of mind knowing your wealth is protected and growing.

Key Areas of Expertise:
​• High Cash Value Insurance (Infinite Banking)
​• Guaranteed Retirement Income through Annuities
​• Wealth Transfer with Life Insurance
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DISCLAIMER

Everything in this video is meant to educate, not to serve as specific financial guidance for your situation.
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