Summerlin Benefits Consulting Q&AAnswer
Nov 05, 2024 - 09:36 AM
When choosing a retirement insurance strategy, consider the following factors:
- Tax Implications: Understand how different policies, like Fixed Indexed Universal Life insurance, can provide tax-free income during retirement.
- Market Risk: Look for options that protect your principal, even during market downturns.
- Beneficiary Impact: Assess how your choice affects your heirs and their tax liabilities.
- Personal Financial Goals: Tailor your strategy to align with your retirement income needs and tax preferences.
