Steve Savant recently produced a video with Don Prehn regarding my Blog #46: Let’s Make Sure the Girls Go to College. They have a very effective explanation of the concepts in that Blog, and you can view it below.
The video features an analysis for Tom and Kristin Scott about planning for the college costs for their two daughters, Daisy and Jody, ages 10 and 8, in the event one or both parents die. Blog #46 deliberately uses a term insurance solution in order to easily attract Tom and Kristin as clients. It also prepares the groundwork for a more comprehensive analysis presented in a second interview with the Scotts planned for next week’s Blog.
After viewing Don and Steve’s video, click here to visit Blog #46 for a detailed exploration of this college funding concept plus a look at the actual illustrations and graphics.
Next week in Blog #77, Tom and Kristin’s retirement planning is coupled with living cash flow for Daisy and Jody’s college costs, and the planning logic is expanded to include a sizable amount of permanent life insurance instead of term insurance.
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