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Episode 89: Retirement Planning And The Role of Life Insurance

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Should every advisor ask their client the “mortality question” when they build a retirement plan? Bobby Samuelson,  Executive Editor of The Life Product Review, says we all should. Join us today as we explore the complementary roles that life insurance and annuities can play in retirement planning.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Nicholas BreniaEpisode 89: Retirement Planning And The Role of Life Insurance

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