Monday, March 2, 2015
Why some life insurance income strategies are clear alternatives - Life Insurance Income Strategies
Using life insurance as a tax advantaged income product can be a suitable alternative to other mid to long-range financial products and qualified plans. To discover whether a financial product is suitable for any one person, a risk tolerance test needs to be performed as well as the determination of one's effective tax bracket. And if qualified plan monies are involved an additional consideration is whether the employer is matching the employee's contribution. These are some of the basic considerations before selecting a financial product that fulfills one's retirement goals.
Syndicated financial columnist and talk show host Steve Savant interviews life insurance income specialist Don Prehn, CLU, ChFC. For over 20 years Don has been presenting cash value life insurance as a financial product option. This is episode 1 of 5 in the series, Life Insurance Income Strategies.
About Steve Savant
As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.
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