Faculty Publications


The Top 4 Benefits of Using Life Insurance in Retirement Planning

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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.