Life insurance helps with retirement planning, but beware of the pitfalls
Jamie Patrick Hopkins
Cash-value life insurance could prove to be a valuable asset for clients looking to couple an insurance need with tax and portfolio diversification in retirement. But there are some major caveats involved — namely, product considerations are complex and numerous, and using this strategy inappropriately in a retirement income plan can trigger major pitfalls for clients.
Iacurci, Greg, "Life insurance helps with retirement planning, but beware of the pitfalls" (2016). In the News. 1376.