The retirement planning strategy uses permanent life insurance to provide clients with death benefit protection while offering the potential to help supplement their income during retirement.
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Longevity planning is a strategy that can help your clients prepare for a long, healthy retirement, while also providing for loved ones in case of death. The desire to travel, a new home, new hobbies, and gifting assets are all desires that might be beyond your client’s current plan for income replacement in their later years. An unexpected illness might also make a long retirement more costly.
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Use these client-friendly blog posts in your social media content or as an additional resource to help clients understand the value of life insurance.
Buying the right life insurance coverage with your future retirement in mind can make it easier for your family to handle finances when you die. It can also help protect your money, manage your taxes and give you the opportunity to grow cash value which you can use for a variety of needs and activities.
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On the surface, life insurance may seem fairly simple and straightforward—it can provide financial support to your family and loved ones should you pass away. Permanent life insurance comes in many forms, with each product type having its own benefits.
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