The Life Insurance Wake-Up Call for Women Over 40

About this episode

Wallis Tsai discusses the importance of understanding life insurance for women over 40 and shares insights on choosing the right insurance agent.

It's a tale as old as time. Four male investment managers try to tell a woman that a product she's interested in doesn't exist. How does she know they're wrong? She literally traded them when she worked at Goldman Sachs. That's just one moment that inspired Wallis Tsai to start her own company, AboveBoard Financial, built on the idea that you deserve straight answers about your insurance. We get into red flags to watch for when choosing an agent, the real difference between term and permanent life insurance, why your workplace coverage probably isn't the deal you think it is, and what to do if you're in your 40s or 50s and haven't tackled this yet. Don't want to take notes? We did it for you. Grab the cheat sheet that covers all three episodes.

People in this episode

Host: Jackie MacDougall

Guest: Wallis Tsai

Topics covered

• life insurance
• financial advice
• women's health
• insurance agents
• workplace coverage

Keywords

• life insurance
• women over 40
• financial literacy
• insurance agents
• term vs permanent insurance

Mentioned in this episode

Organizations: AboveBoard Financial, Goldman Sachs

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