September is Life Insurance Awareness Month! Here I revisit an article I wrote in Kiplinger's about using Whole Life Insurance in Financial Planning.

Please keep in mind, whole life insurance may be appropriate in certain planning situations but is not suitable for every investor. Policy features, costs, benefits, and risks vary. Readers should evaluate their individual circumstances before making insurance or financial planning decisions. After reading this article, if you would like to evaluate your life insurance needs, please email me at maloi@sfr1.com