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Life Insurance Strategies
for the Post-Retirement Phase

Are You Working With INDIVIDUALS IN THE Post-Retirement PHASE?

Post-retirees are clients who:

  • Are 66+ Years Old
  • In the Distribution Phase
  • Have a Net Worth of $1M+

Your clients have worked a lifetime to create financial security for themselves and their family. They are comfortable and have assets that they may not need to fund their retirement. How can we best prepare them now to pass their wealth on to their loved ones?

With proper planning, it is possible for older generations to utilize assets that are not needed for everyday living expenses and make more efficient use of them for the benefit of future generations, while still maintaining control over these assets.

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Life Insurance Strategies to Consider
for the Post-Retirement Phase

For those looking to purchase life insurance, there are a few policies that are well-suited for individuals in the post-retirement phase and their specific needs and goals.

insured family legacy
Insured Family
Legacy
ira max
IRA
Maximization