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Episode 149: Why are You Still Sitting in Cash? An Interview with Jim Bowman

Jan 31, 2022

Nate interviews Jim Bowman, President of Life Insurance at Advisors Excel, about a new concept that is a great alternative to cash.

Here are just a handful of the things that we'll discuss:

  • Cash Alternative
  • Life Insurance
  • Preparing for retirement
  • Surrender Charges
  • Legacy Accel
  • Liquidity
  • Tax Free Death Benefit
This information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. None of the information contained herein shall constitute an offer to sell or solicit any offer to buy any investment or insurance product. The information and opinions presented by Jim Bowman are his alone and do not necessarily reflect the views of the firm providing you with this content, or Advisors Excel or AE Wealth Management, LLC. Jim Bowman is not a client of Miller Retirement Group and does not endorse the firm. All individuals should make their own evaluation of the firm and their services. Jim Bowman is president of Life Insurance at Advisors Excel. Advisors Excel receives compensation for facilitating the sale of life insurance. Advisors Excel and Miller Retirement Group are independent entities.


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