This podcast episode features hosts Thatcher Taylor and Bob Gavlak discussing life insurance in retirement planning. They emphasize the importance of building a financial plan based on individual goals before considering insurance products.

They debunk the myth that life insurance is unnecessary in retirement, highlighting the need to protect loved ones and assets. The conversation emphasizes the importance of finding suitable insurance solutions based on specific client situations, rather than pushing a one-size-fits-all approach.

Bob shares his 14-year experience in the industry and explains the value of insurance in protecting oneself and loved ones from unforeseen events. They dismiss the misconception that life insurance is no longer necessary in retirement and advocate for tailored insurance solutions that fit individual needs.

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✅Contact Thatcher at [email protected] with comments and questions!

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DISCLAIMER: The information provided in these episodes is only to be considered helpful hints and education. Nothing said or shown is to be misconstrued as specific tax, legal, or investment advice. Consult with your tax, legal, or investment professional before acting on anything you see in these videos.

​​Investment Advisory Services are offered through ProPath Financial, a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed in this podcast should be viewed as investment advice.