Life Insurance Strategies
for the Pre-Retirement Phase

Are You Working With Pre-Retirees?

Pre-Retirees are individuals who:

  • Are 56 to 65 Years Old
  • Are Preparing for Retirement
  • Have a Net Worth of $1M+

There are several factors that will affect your ability to pass on wealth to your family. When you set money aside to pass on to your family, there are several factors that can impact how well it performs in the marketplace as well as how efficiently it can be handed off to your family.

One asset class many people may have not considered is Cash Value Life Insurance. Cash value life insurance allows tax-deferred accumulation of cash values to provide income options for retirement, college funding, or other needs and objectives.

Want to see our most popular strategy for pre-retirees?

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Life Insurance Strategies to Consider
for the Pre-Retirement Phase

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

insured family legacy
Insured Family
accumulation phase
Life Insurance
As an Asset Class