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Is Permanent Life Insurance A Good Way to Save for Retirement?

April 4, 2019 BY Leigh Bivings

Over the past year, we’ve had an uptick in clients coming to us with permanent life insurance (e.g. whole life or universal life) questions.  As a result, we took a hard look at how such policies work and why and whether it might be beneficial to own some for savings purposes, even when there isn’t a truly permanent life insurance need. The attached is what we learned. 


Leigh Bivings, Ph.D., CFP® and CDFA™ is the founder of Artemis Advisors and serves as the firm’s Chief Executive Officer. As CEO, she sets the firm’s overall direction and its investment strategy.

Artemis Financial Advisors