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Life Insurance (in Retirement) Part 1: The Most Common Use Cases + A 3-Step Process for Managing Risks

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Manage episode 317853904 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Today I'm kicking off our two-part series on life insurance.

Specifically, I'll be tailoring these episodes to those who are in retirement or close to it.

Here are a handful of the things I'll be covering:

  • What are the different types of life insurance (+ pros and cons)
  • How to determine the need for life insurance
  • What are the costs and tax considerations
  • How to analyze an old insurance policy
  • Where to buy life insurance without getting ripped off

If you're FINALLY ready to understand life insurance in retirement (in plain English!), you're going to love this series.

👉 Click Here to Access Show Notes and Links for This Episode

  continue reading

198 episodes

Artwork
iconShare
 
Manage episode 317853904 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Today I'm kicking off our two-part series on life insurance.

Specifically, I'll be tailoring these episodes to those who are in retirement or close to it.

Here are a handful of the things I'll be covering:

  • What are the different types of life insurance (+ pros and cons)
  • How to determine the need for life insurance
  • What are the costs and tax considerations
  • How to analyze an old insurance policy
  • Where to buy life insurance without getting ripped off

If you're FINALLY ready to understand life insurance in retirement (in plain English!), you're going to love this series.

👉 Click Here to Access Show Notes and Links for This Episode

  continue reading

198 episodes

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