Aug 28, 2022
What happens when you plan ahead a little bit and choose to
shift a portion of your portfolio to whole life insurance? More
importantly, how does it influence your behavior with the
rest of your money...the piece that's NOT allocated
to whole life insurance?
We've been beating the "income" drum for a long time now and we're
doing it more. The point of retirement investing or asset
accumulation for most people we talk with is to plan for the day
they no longer have an earned income. When they decide to live on
the income produced from the assets they've so diligently grown
over their lifetime.
As such, we thought it would make sense to look at two different
retirement income scenarios using whole life insurance and discuss
them both. In today's episode, we discuss how you can use
whole life insurance to remove risk from your life--in more than
one way.
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If you'd like to see how whole life insurance might work for you as
part of an overall strategy to remove risk from your financial
life, please click right here to send
us a message.