The Pension Replacement Plan-Whole Life Insurance as Your Retirement Backbone

Do you feel unsure about having enough money to live comfortably when you retire? Are you looking for alternatives to unstable 401(k)s and IRAs? In this podcast, you’ll learn how to use whole life insurance to solidify your retirement funds.

We’ll walk you through the basics of utilizing a permanent life insurance policy to build cash value that you can borrow from in retirement. You’ll discover the advantages whole life insurance has over other savings options, including market stability, guaranteed growth, and beneficial tax treatment. 

Next, we’ll outline exactly how to use policy loans and withdrawals to create lifetime retirement income from the cash value in your whole life policy. You’ll learn clever strategies to access funds penalty-free.

Join us to understand why many retirees are using whole-life policies to replace unpredictable pension plans. You’ll even hear common myths about whole life insurance for retirement and why they are untrue. Create stability in your golden years by rethinking how you save and access funds during retirement. ________________________________

We can evaluate what you currently have or help you get a new life insurance policy to act as a pension replacement. If you'd like to explore either of those options, please click here to contact us.