Financially Lit

Lit Lesson 15 - Integrating Insurance into Retirement Planning


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What if your retirement strategy included more than just stocks and savings? In this episode, we break down how tools like Indexed Universal Life (IUL) and Fixed Index Annuities (FIA) can boost your retirement game. We’re talking about tax-advantaged growth, income protection, and legacy planning — all while filling the retirement gap most people don’t even know they have. Tune in to learn six smart ways insurance can make your money work smarter, not harder.

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Financially LitBy Sam Sith