Retire Rich: Tales of Financial Freedom

Empowering Your Financial Future: Life Insurance Strategies (Ep. 12)

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What makes life insurance more than just a death benefit?

In this episode of “Retire Rich: Tales of Financial Freedom,” host Carlos Lopez sits down with Steve Loving, a life insurance expert from Simplicity, to unravel the evolving world of life insurance. Whether you’re wondering about the differences between term and universal policies, curious about how life insurance can be a tax-free income stream, or exploring options for securing your children’s financial future, this episode is packed with insights.

Carlos and Steve discuss:

  • The evolution of life insurance options over the years
  • How policies can supplement retirement income
  • Adding long-term care riders to existing policies
  • Strategies for ensuring children and building early wealth
  • Flexible features of Index Universal Life Insurance

    • Connect with Carlos Lopez:

     

    • LinkedIn: Carlos Lopez
    • MAH Financial
    • (956) 994-0407

      • Connect with Marc Hernandez:

       

      • LinkedIn: Marc Hernandez
      • [email protected]
      • MAH Financial
      • (956) 994-0407

        •  Connect with Steve Loving:

        • LinkedIn: Steve Loving
        • Insurmark
        • (713) 808-8543
          • ...more
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          Retire Rich: Tales of Financial FreedomBy Marc Hernandez and Carlos Lopez