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Optimize Retirement Income Using Life Insurance

March 2020  |  21 minutes

You and your clients have planned. You've accumulated assets. But are your clients ready for efficient wealth preservation? Asset allocation is crucial, but asset LOCATION is often overlooked. Watch our discussion about using life insurance as a tax-advantaged location to help your clients plan and save for retirement. We talk about policy structure, tax diversification and answer the question, "when is this a good idea?". The right answer can set you apart. In just 30 minutes, you'll be confident that life insurance isn’t just a tool for when clients die – it’s a powerful resource for those living life in retirement.

About the Host

Sam Rocke leads the advanced planning and RIA teams at Ash Brokerage. He's driven to produce the best possible results for each individual, family or business by providing objective evaluations of insurance solutions.