Today I'm tackling part 2 of our life insurance in retirement series.

To help, friend and fellow financial planner, Stephanie McCullough stops by.

Together, we cover three main things:

1. An academic use case for permanent life insurance to create retirement income
2. A step-by-step process for evaluating an existing policy
3. Tips and resources for getting conflict-free help

We also break down 1035 exchanges + how you can help family members with old insurance policies.

If you're ready to get into the technical weeds today and tie a bow on permanent insurance in retirement, this episode is for you!

👉 Click Here to Access Show Notes and Links for This Episode