WRP’s Aaron Rubin Featured in MoneyGeek Article


MoneyGeek, a leading financial information platform, recently published an educational article, "Best Life Insurance for 60-Year-Olds," which examines life insurance options for people in their 60s.

The MoneyGeek article featured Aaron Rubin, who offers insider tips for navigating this crucial yet complex decision. As a veteran wealth management professional and partner at WRP Wealth Management, Rubin’s decades of specialized expertise provide keen insight into senior life insurance policies.

“The primary factor in choosing a life insurance policy at age 60 is determining whether or not you really need it,” explains Rubin. “Life insurance is a tool used to accomplish goals. Those goals could include estate creation, income protection and final expenses. The policy should be coordinated with those needs.”

He also stresses the centrality of health in underwriting policies for older adults. “Chances are that something health-wise has happened by the time you’ve hit your sixth decade. The severity of the illness plays a crucial role in both price and insurability.”


About Aaron Rubin:

Aaron Rubin is an experienced financial advisor and a partner at WRP Wealth Management. With more than 20 years of experience in the financial industry, Rubin has built a reputation for providing comprehensive, personalized financial guidance for his clients. By clarifying complex topics like senior life insurance, Aaron Rubin strives to empower individuals to make sound planning decisions for their families’ financial security.


About MoneyGeek:

MoneyGeek is a prominent financial information platform that offers unbiased advice and insights to help individuals make informed decisions about their finances. With a team of financial experts and researchers, MoneyGeek provides comprehensive, up-to-date information on a wide range of financial topics.


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WRP: Personalized Tax and Pre-IPO Planning

WRP is a team of tax and financial management professionals with expertise in company-issued stock options. We use research-based investment strategies to grow and protect our clients’ investments and a personalized, one-on-one approach to understand each individual’s goals and priorities. A proud Bay Area business, we are dedicated to local philanthropy and contribute time and resources to local charities to support our community’s long-term well-being.