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Insurance - How To Save Money

Life insurance is the bedrock foundation for a solid financial future. If people depend on you financially life insurance is the cheapest way to make sure your loved ones are provided for in case you die prematurely.

Having said, it’s important not to overpay for this protection. The life insurance industry has created some wonderful products. But they’ve also come up with a schemes that only work for the people who sell them – not for you. I want to make sure you don’t fall into any of those expensive and dangerous traps.

The following articles will help you understand the truth about life insurance and will help make sure you get the right coverage at the right price.

Why You Do Not Need Life Insurance After You Retire

by Neal Frankle, CFP ®, The article represents the author's opinion. This post may contain affiliate links. Please read our disclosure for more info.

If you are like most people, you probably won’t need life insurance after you retire. Many life insurance argue that you do of course. That’s OK. In 95% of the cases they are wrong. Here’s why. 1. Protection Life insurance is a fantastic way to protect people who rely on you in case you die. […]

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3 Sneaky Tricks Used To Sell You The Wrong Life Insurance

by Neal Frankle, CFP ®, The article represents the author's opinion. This post may contain affiliate links. Please read our disclosure for more info.

If you buy the wrong life insurance policy you could waste a ton of money and still leave your family woefully unprotected. Despite these perils, some agents still try to cram this coverage down your throat. Sometimes they do this because they make a ton more commission when they sell you whole life or other […]

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Should You Use Life Insurance To Pay Tax?

by Neal Frankle, CFP ®, The article represents the author's opinion. This post may contain affiliate links. Please read our disclosure for more info.

A faithful Pilgrim reader posted a great question about taxes and insurance a few days ago. He’s in his mid-30’s and he is concerned about the taxes his family would have to pay on his 401k should he die. He was wondering if he should buy a universal life insurance policy in order to pick […]

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Why Your Beneficiary On Life Insurance Won’t Collect

by Neal Frankle, CFP ®, The article represents the author's opinion. This post may contain affiliate links. Please read our disclosure for more info.

Lots of people go through the trouble and expense of buying life insurance. But they’d be surprised and shocked to learn that their beneficiary on the life insurance may not collect. I think that’s terrible. Don’t you? Let’s discuss why that happens and what you can do to make sure it doesn’t happen to your […]

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Examples Of Opportunity Cost Most People Miss

by Neal Frankle, CFP ®, The article represents the author's opinion. This post may contain affiliate links. Please read our disclosure for more info.

Opportunity cost is something really easy to overlook but extremely expensive when you do. In fact, in the following examples of opportunity cost you’re going to see how these financial mistakes might be the costliest mistakes of all. What’s treacherous about this is that the people making these errors rarely see it coming. What is […]

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Four Mistakes to Avoid When Buying Term Life Insurance

by Kevin Mercadante, The article represents the author's opinion. This post may contain affiliate links. Please read our disclosure for more info.

When buying term life insurance, there are at least four mistakes to avoid, and doing so will ultimately save you both time and money. Since life insurance policies are a “done deal” once they are issued, you want to be sure that you avoid these mistakes at the time of application. What are the mistakes? […]

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Who is Neal Frankle

Neal Frankle

I'm a CERTIFIED FINANCIAL PLANNER™ Professional with more than 25 years of experience. I feel very blessed and hope to share my personal financial experience and professional wisdom with readers of WealthPilgrim.
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Wealth Pilgrim is not responsible for and does not endorse any advertising, products or resource available from advertisements on this website. Wealth Pilgrim receives compensation from Google for advertising space on this website, but does not control the advertising selection or content. Please do the appropriate research before participating in any third party offers. The information contained in WealthPilgrim.com is for general information or entertainment purposes only and does not constitute professional financial advice. Please contact an independent financial professional for advice regarding your specific situation. Wealth Pilgrim does not provide investment advisory services and is not a registered investment adviser. Neal may provide advisory services through Wealth Resources Group, a registered investment adviser. Wealth Pilgrim and Wealth Resources Group are affiliated companies. In accordance with FTC guidelines, we state that we have a financial relationship with some of the companies mentioned in this website. This may include receiving payments,access to free products and services for product and service reviews and giveaways. Any references to third party products, rates, or websites are subject to change without notice. We do our best to maintain current information, but due to the rapidly changing environment, some information may have changed since it was published. Please do the appropriate research before participating in any third party offers.


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