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.
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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.