As a financial advisor to lawyers, one of the most common – and often most controversial – financial planning topics I cover is whole life insurance (sometimes known as universal life). Over the years I have reviewed dozens upon dozens of such policies, analyzing them in detail. Have you ever read through a 30+ page […]
*Timothy Corriero, represented under the tradenames “Juris Wealth” and “The JD Investor”, is an Investment Advisor Representative of Gemmer Asset Management LLC (“GAM”), an investment adviser registered with the Securities and Exchange Commission that maintains its principal place of business located in Walnut Creek, California. Registration does not imply a certain level of skill or training. The JD Investor does not provide investment advisory services. It is a website/blog dedicated to educating and informing investors. See disclosures. Please refer to GAM’s Client Relationship Summary (Form CRS) or visit adviserinfo.sec.gov for additional information.
