Brian and Jeff discuss the importance of life insurance in retirement planning, emphasizing its role in protecting one's spouse or partner, building equity or cash value, and providing tax-free benefits to multiple generations. They highlight the need for proper planning and selecting the right kind of life insurance policy based on age and financial goals, and explore the challenges of planning after the fact. They also discuss various life insurance options available to retirees, including cash value policies for worst-case scenarios, tax-free retirement income, and tax-efficient estate planning.
https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description
