Despite making insurance decisions almost daily, many retirement savers don't truly understand what they’re buying or why they need it.

In today's episode, I'm breaking down life insurance into simple, actionable terms.

Specifically, I’m sharing:

‣ The 3 essential steps to managing insurable risks

‣ The key differences between term and permanent life insurance

‣ The exact questions to ask yourself before buying (or hanging onto) any policy

I’m also sharing a few little-known facts and tips to help you properly evaluate options you may be considering.

Even if you think you know everything about life insurance as it relates to your retirement plan, today’s episode will provide valuable and important reminders as you continue managing your ongoing insurance needs.

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SCHEDULE A RETIREMENT STRATEGY MEETING:

My team and I have guided hundreds of families across the U.S. through retirement’s biggest challenges over the last two decades.

The result?

Smarter tax strategies, better investment decisions, and a more confident retirement.

If you’re seeking clarity and a proven retirement planning process, we’d be honored to help.

👉 Schedule a Complimentary Strategy Session

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EPISODE RESOURCES:

→ Grab the Episode Show Notes

→ Join the Stay Wealthy Retirement Newsletter

→ Schedule Your Free Retirement Strategy Session