
#077 - Understanding cash value life insurance and how it's sold, with Kevin Lao
Retirement Planning Education, with Andy Panko
00:00
How to Be a Successful Retiree
Life insurance is one of the best ways to tax efficiently transfer wealth and ensure legacy. A lot of clients that I serve that have permanent life insurance, it's just like this freedom to just spend down the retirement assets more aggressively.
Transcript
Play full episode