The Optometry Money Podcast Ep 77: Ins and Outs of Permanent Life Insurance with Broc Buckles
To continue September’s life insurance theme, Evon is joined by Broc Buckles – co-founder of BC-Brokerage – to dive into permanent type life insurance.
They talk about the ins and outs of how permanent life insurance policies work, when they’re appropriate for optometrists’ insurance planning, some ways they’re used inappropriately, and ways to adjust or get out of a policy.
Hopefully this episode helps optometrists make more educated decisions around what can be a complicated insurance product.
Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at evon@optometrywealth.com.
Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what’s on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices.
Resources mentioned on this episode:
The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.
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Optometry Wealth Advisors LLC
Optometry Wealth Advisors LLC