529 Plan vs. Overfunded Whole Life Insurance




Better Wealth with Caleb Guilliams show

Summary: When it comes to saving for college education the plan of choice for most families is the infamous 529 but is it really the best choice? Caleb revisits a topic he previously shared via a YouTube video but felt was still worth talking about today. He brings up 7 key concepts on which we can compare a 529 plan to a whole life insurance policy to help you determine which one works best for your needs.