Golden Years: A Roadmap to Navigate Retirement

The Importance of Consulting with a Human Advisor


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Life insurance can still have a significant role in retirement income planning, even for wealthy individuals. While in the earlier years life insurance was bought to replace lost income, in retirement it can be used to replace lost social security or pension benefits.

Additionally, life insurance policies can be structured to function as a tax-free tool for growing, accessing, and transferring money. They can also be used to pay for long-term care expenses, allowing policyholders to tap into the death benefit while they are alive.  

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Golden Years: A Roadmap to Navigate RetirementBy Mark Cordner