Using Life Insurance as a Flexible Tool for College Planning
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Using Life Insurance as a Flexible Tool for College Planning
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About this listen
In this episode of the Safe Haven Solutions Podcast, Larry and CFP® Thomas explore how universal and indexed universal life insurance can be used as an alternative strategy for college savings. They discuss flexibility, tax advantages, FAFSA considerations, and how these policies can serve multiple purposes beyond education. This conversation highlights why life insurance—when structured properly—can be a powerful and often overlooked planning tool for families and grandparents alike.
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