Life insurance is typically a tool used to replace income, so that the family will still be able to pay their bills in the event of a tragedy. But could you use this tool in your retirement plan as well? Sean will discuss why some people consider life insurance as a way to pass down wealth and some of the advantages when doing this.
Visit Sean Tole's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: sean@daviswealthmgmt.com
Retiring Early, Part 2 - Spending Habits
Retiring Early, Part 1
Medicare With Deb Cmar
IRA Rollovers, Part 2
IRA Rollovers
Financial Issues That Are Particularly Challenging For Women
Diversification In A Retirement Portfolio
Life Insurance
Making Smart Tax Moves Now
Choosing A Fiduciary
The CARES Act
Market Volatility
Social Security
Financial Procrastination
Pleasure In Retirement Spending
Investing 101
Taking Down Debt
Why A Roth IRA Might Be Right For You
The New Rules For A Post-Pandemic Retirement
Finding The Right Fiduciary
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