The Top 4 Benefits of Using Life Insurance in Retirement Planning
Getting clients focused directly on their need for life insurance is often difficult. Life insurance sales are often tied to discussions of other financial goals, like selling a business through a buy-sell agreement or as a source of funding for estate taxes. With many clients focusing on retirement planning today, life insurance can be an important part of the retirement planning puzzle as well. Here are a number of different ways to use life insurance in retirement planning.
Copeland, C.W. and Littell, David, "The Top 4 Benefits of Using Life Insurance in Retirement Planning" (2013). Faculty Publications. 89.