S1E62: High-net-worth insurance as a multi-generational wealth planning tool

About this episode

This episode discusses the role of Indexed Universal Life insurance in multi-generational wealth planning amidst the US$6 trillion wealth transfer.

The US$6 Trillion Wealth Transfer is here. Are you ready? High-net-worth families are adding Indexed Universal Life (IUL) insurance to their toolkit. Discover how this tool fits into multi-generational wealth planning, what separates a good policy from a bad one, and the risks of policies lapsing. Synopsis: Learn to protect and grow your wealth in this monthly Business Times podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua. Highlights of the podcast: 02:14 UL vs. IUL 03:45 The trillion dollar wealth transfer 12:46 What sets one IUL plan apart 14:29 Risk & reward --- Send your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg .  --- Written and hosted by: Genevieve Cua (gen@sph.com.sg) With Carlton Crabbe, CEO, Capital for Life Edited by: Howie Lim & Claressa Monteiro Produced by: Genevieve Cua, Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times , SPH Media --- Follow BT Correspondents: Channel: bt.sg/btcobt Amazon: bt.sg/btcoam Apple Podcasts: bt.sg/btcoap Spotify: bt.sg/btcosp YouTube Music: bt.sg/btcoyt Website: bt.sg/btcorresp Do note: This podcast is meant to provide general…

People in this episode

Host: Genevieve Cua

Guest: Carlton Crabbe

Topics covered

• high-net-worth insurance
• wealth transfer
• multi-generational wealth planning
• Indexed Universal Life insurance
• wealth protection
• policy risks

Keywords

• high-net-worth
• insurance
• wealth transfer
• IUL
• wealth planning
• policy risks
• financial tools

Mentioned in this episode

Organizations: Capital for Life, SPH Media, The Business Times

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