Ep 76: Life Insurance As A Financial Tool - Part 4

Ben Schrock and Keith Lockwood from B.A. Schrock Financial Group talk about how life insurance can be a tax-free income source in retirement when properly structured. 

 

In this episode, Ben and Keith discuss: 

• Why you might want to use life insurance rather than a ROTH IRA as a potential tax-free income source in retirement.   
• How Keith Lockwood used properly structured life insurance to create a tax-free income stream for a client.
• And more…