In this exclusive episode of Office Hours by Fujikawa and Associates, we dive deep into the topic of life insurance without any sales pitches.
Josh, one of Derek's clients, and Derek Fujikawa, managing partner of Fujikawa and Associates, candidly discuss different types of life insurance, including term and whole life insurance, and introduce the concept of infinite banking.
They share personal experiences with life insurance policies, the benefits, and what to consider when planning for your financial future. Whether you're considering life insurance for estate planning or just curious about your options, this episode offers valuable insights.
00:00 Intro
01:19 Types of Life Insurance Explained
02:05 Term vs Whole Life Insurance
03:54 Infinite Banking Concept
08:32 Tax Implications and Estate Planning
13:11 Final Thoughts and Advice
14:06 Conclusion
Connect with the hosts
Derek Fujikawa:
bit.ly/yt-fujikawacpa
Josh Baldovino:
joshua_baldovino
About Derek:
Derek is the managing partner of Fujikawa & Associates CPA firm. He also owns several residential investment properties and a NNN commercial property out of state. With over 25+ years of experience, Derek specializes in helping individuals maximize their tax situation through real estate investing.
Contact Derek to book your free 1-1 tax evaluation:
bit.ly/yt-fujikawacpa