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Got an uninsured client? Need an overview of the 3 pillars of life insurance? Mike and Jerry are here to break down the basics on term, whole, and universal life insurance policies. Plus, they serve up a contrarian view on the old “buy term & invest the rest” rule of thumb.
The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general.
Jerry Mee, CFP® is the Director of Student Support at the Boston Institute of Finance (BIF) and has nearly a decade’s worth of experience in the financial services industry.
Mike Long, CFP®, ChFC®, CLU® is the Co-Director of Curriculum for the Boston Institute of Finance (BIF). He has made his career in financial services and financial services education over the past 40 years.