Vicki Gunvalson · NerdWallet's Smart Money Podcast · Vicki Gunvalson, Real Housewife on Life Insurance, Lifestyle Creep and Building Wealth
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kept a laminated Excel spreadsheet with all life insurance policies, annuities, account numbers, and phone numbers in a box for easy access after death
“We put your 4 million into an income annuity… we put it into a life insurance policy, put the life insurance policy into an irrevocable life insurance trust… 12 million free of taxation to his children”
“Nothing is finally finalized until the Excel spreadsheet of the numbers goes in, what your pricing is, whether they like it or not”
“You could have a whole-of-life insurance policy that pays out to look after this vulnerable beneficiary. That's a great gift that you could do there.”
“I live in spreadsheets and Slack all day. I am the number one Slack user in our company.”
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