Life Insurance Strategies
for the Pre-Retirement Phase

Are You Working With Individuals in The Pre-Retirement Phase?

56-65 YEARS OLD

Preparing for Retirement

Net worth $1M+

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
Legacy
accumulation phase
Life Insurance
As an Asset Class

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.

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.

Speak With Advisor's Resource Company

Life insurance solutions are always possible no matter a person’s age. If you have clients who fall into the Pre-Retirement Stage and are seeking options that are right for their current personal and financial situations, we have strategies that work for them. Contact the Advisor’s Resource team to learn more.