Let’s Talk Retirement

One of the benefits of permanent life insurance is its ability to be utilized as a source of income in retirement to help maintain your lifestyle. Depending solely on Social Security Benefits or your employers 401K during your retirement years is no longer the safest option. Those two benefits sometimes do not allow individuals to live life comfortably or in some instances isn’t enough to cover basic living expenses due to the cost of inflation during their retirement years.

This is source of income can be seen as an option for you because permanent life insurance policies provide a cash value. What this essentially means is that part of your premium payment goes towards a savings competent of your policy that is known as the cash value. The cash value of your policy will allow you to save for retirement, in addition to being able to borrow from your policy (take out a loan from yourself) AND pay your premium payment from your policy, should you need to for a life event.

How our Procces Works:

• Assess Needs

• Discuss Retirement Income strategy

• Provide options that complement your strategy

Click the link below to schedule a consultation to discuss planning for your retirement.