Latest / Simplicity Retirement Blueprint
Does Life Insurance Belong in Your Retirement Plan?
Life insurance can serve an important purpose in retirement planning—but that doesn’t mean every policy belongs in every plan. In this episode, Josh, Logan and Bruce discuss when life insurance may make sense for retirees, including potential uses for legacy planning, long-term care and tax-efficient wealth transfer. They also cover some of the common mistakes they see: holding onto old policies that no longer fit, buying insurance before clearly defining the problem it needs to solve, and using cash-value life insurance while overlooking more traditional retirement savings…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.