LibraryScenariosWhen couples disagree about whole life versus term life insurance strategies
Scenario

When couples disagree about whole life versus term life insurance strategies

My husband and I both have term life insurance through work but we're arguing about whether to convert to whole life policies when we retire because I see it as investment diversification and he sees it as getting ripped off by insurance salespeople. We trust each other but not each other's financial instincts on this.

Zera
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More people experience this than they realize.

What we've seen

Partners are struggling to reconcile different financial philosophies and levels of trust in financial institutions while making decisions that will affect their shared future.

Ideas that help explain it
Worth thinking about

“Where Are You with Insurance — theory and practice?”

If this sounds familiar, the Library can help you find the bigger picture.