On today’s BREW, Doug Twiddy, E4IS Internal Case Design Specialist will be discussing the many uses of protecting your retirement plan with cash value from your life insurance policy. We have a plan to accumulate a calculated amount for retirement, but we cannot control the returns we will receive in the future. Even if you hit that goal, we have no way of determining how much you will actually take home during retirement because we can’t predict future tax rates. While you’re trying to make it through retirement, we also can’t control how a down market will affect your account value when it would hurt the most. You have no time to recover, and you are not continuing to fund that account. Did you know life insurance can help protect you from all of these scenarios? We will show detailed examples of how cash value can protect your most precious years.
