Tag: Tax Free

Breaking Down The Mystery of Life Insurance With Andy Brim (Ep.7)

Breaking Down The Mystery of Life Insurance With Andy Brim (Ep.7)

Many people will tell you that life insurance is just for when you die. But while there is more to it than that, life insurance can be daunting. 

In this episode, Austyn Whittenburg is joined by Andy Brim, regional sales vice president at Dixon Wells. He breaks down the mystery of life insurance to help you feel protected. He will share how you can start using life insurance to your advantage.

Andy discusses:

  • The different products of life insurance and its benefits
  • Why it’s important to talk with your financial advisor about your life insurance
  • How high net worth clients are utilizing their life insurance policy
  • Getting tax free benefits from your life insurance plan
  • And more

Connect With Austyn Whittenburg:

Connect With Andy Brim:

About Our Guest:

Andy Brim brings over 25 years of experience in multiple facets of financial services. His focus on advisor revenue growth strategies make him a valuable asset to the Dixon Wells team. Andy has extensive experience in life, annuity, and LTC sales. He is constantly working to help each advisor build sources of revenue and improve overall client service. Andy holds a Bachelor of Arts degree from The Ohio State University.

Andy Brim and Dixon Wells are not affiliated with or endorsed by Whittenburg Wealth Partners, Stratos Wealth Partners, or LPL Financial.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services. 

Guarantees are based on the claims paying ability of the issuing company.