Life insurance has obvious advantages when you are younger and
need to protect a family in case of a tragedy. But in retirement,
life insurance can have other advantages in the right plan.
Takeaways
It is the most tax efficient way to transfer wealth
Proceeds from a policy are tax free
Some policies can also be used to pay for long term care by
allowing holders to use the death benefit for that purpose
About the Podcast
Financial Advisors and Retirement specialists Tim Kulhanek and Jeff Gove dive into various retirement topics concerning your retirement.