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In this episode of the Make It Personal Podcast, Mark Zagurski explores two time-tested strategies, life insurance and annuities, that act as a form of “crowdfunding” to secure your financial future and that of your family. While modern crowdfunding platforms like GoFundMe have become popular for addressing unexpected expenses, Mark explains why relying on them for critical needs, like funeral costs, is less secure than planning ahead with insurance products. He traces the historical roots of risk pooling back to Ancient Greece and Rome, showing how life insurance and annuities leverage the law of large numbers to provide guaranteed financial protection. Mark emphasizes the certainty and peace of mind these tools offer compared to the uncertainty of crowdfunding campaigns.

You’ll learn:

• The historical origins of crowdfunding and how life insurance and annuities share similar principles.

• How life insurance ensures financial security for your loved ones.

• How annuities provide a reliable income stream for retirement.

• Why crowdfunding is not a substitute for a disciplined financial plan.

• The importance of working with a financial advisor to tailor a strategy to your needs.

“With life insurance, you know with certainty that if the unexpected happens, your loved ones will be financially secure.” - Mark Zagurski

Want a personalized plan to secure your family’s future? Visit www.makeitpersonalpodcast.com to download our free eBook and schedule a no-obligation consultation with a Mutual of Omaha advisor today.

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Investing involves risk, including loss of principal.

This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial decisions. Strategies discussed may not be suitable for everyone. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.