There is no silver bullet when it comes to retirement planning. My most successful retirement clients — wealthy or not — knew that a comfortable retirement would be built around a combination of ...

Your life insurance needs may change when you reach your retirement years. It's important to reflect and determine if you still need your life insurance plans.

Many options are available when planning for retirement. Two popular options are life insurance retirement plans (LIRPs) and indexed universal life (IUL) insurance. Both offer a blend of life ...

Today’s clients are demanding something different. They want a retirement plan that feels integrated, intentional and resilient — one that addresses longevity risk, health care risk, income risk, tax ...

There’s a common misconception that life insurance is only useful after someone dies. But modern policies can offer powerful benefits while you’re living, like tax advantages and asset-building ...

When planning for retirement, financial decisions must balance security, growth, and tax savings. The Life Insurance ...

Using a life insurance policy with a cash value can provide another income stream during retirement. However, this is a more complex form of retirement saving that you’ll want to approach carefully.

Wealthy clients whose income excludes them from some familiar retirement plans have another choice for money later in life, one that offers distinct tax advantages but requires care in setting up. A ...

Insurance agents face informed prospects requiring new presentation skills, defensive practices, and study group training ...

It’s not easy thinking about retirement. Making the right choices now may ease you into your golden years. Choosing a life insurance retirement plan plays a role in your long-term financial strategy.