Becca Craig, ABA, CFP from Buckingham Strategic Wealth discusses what to do with your Permanent Life Insurance Policy in retirement.
Featuring: Becca Craig, Robert Powell
Categories: Financial Planning, Life Insurance
Becca Craig, ABA, CFP from Buckingham Strategic Wealth discusses what to do with your Permanent Life Insurance Policy in retirement.
A much much better way is to properly structure a max-funded policy during working years for the purpose of tax-free income during retirement……if wealthy….a premium financing structure would maximize various legacy goals/needs.