Dream Retirement

Do I Need Life Insurance?


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Do I need life insurance in my retirement plan?”

There is not a one-size-fits-all answer. As with a lot of things, the answer depends on your overall plan.

Let’s talk about some of the living benefits of life insurance today and when you could use them.

So, if you're not sure where to start I would suggest going through the Four Steps of Creating Your Dream Retirement video course that we have on our website. It will walk you through some of the things that you need to do to make sure that you have in place before you figure out where or if life insurance fits.

If you have questions on anything we talked about specifically or would like to see one of the reports I mentioned, then make sure you schedule a call and we'll get that report to you.

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Dream RetirementBy Bertram Financial