Life Insurance Part 2: Academic Use Cases, Evaluating Old Policies, Helpful Resources, and More!
Jan 25, 2022•28 min•Ep. 141
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Episode description
Today I'm tackling part 2 of our life insurance in retirement series.
To help, friend and fellow financial planner, Stephanie McCullough stops by.
Together, we cover three main things:
- An academic use case for permanent life insurance to create retirement income
- A step-by-step process for evaluating an existing policy
- Tips and resources for getting conflict-free help
We also break down 1035 exchanges + how you can help family members with old insurance policies.
If you're ready to get into the technical weeds today and tie a bow on permanent insurance in retirement, this episode is for you!
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