Insurance in retirement isn’t about fear—it’s about flexibility. In this week’s episode of The Money & Meaning Podcast, Mark and Erica break down ways that tools like permanent (cash value) life insurance, annuities, and long-term care plans can support your income strategy, legacy goals, and evolving needs.

✅ What policies are worth keeping—or reconsidering

✅ Ways permanent (cash value) life insurance can help support your income and loved ones

✅ When to update your beneficiaries and coverage

You’ve worked hard to build what you have. Let’s explore ways to help it keep working for you.

Disclosure: Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing carrier.