Retirement Planning Education, with Andy Panko cover image

#077 - Understanding cash value life insurance and how it's sold, with Kevin Lao

Retirement Planning Education, with Andy Panko

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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.

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