According to LIMRA, 59% of Americans have life insurance. With so many different types of policies available, it’s often another misunderstood financial product. Life insurance can be used as a death benefit, supplemental income in retirement, and long-term care. Learn the basics of how life insurance is sold, the types of policies, components, reasons to purchase, and tax treatment.
Founder and Managing Partner
Carlos Dias Jr. is a financial adviser, public speaker, and president of Dias Wealth LLC in Orlando, Florida, offering strategic financial planning services to business owners, executives, retirees, and professional athletes.
Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured, or quoted in over 100 publications, including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today, and several others. He's also been interviewed on various radio and television stations. Carlos is trilingual, fluent in both Portuguese and Spanish.