Friday, March 6, 2015

Why these 3 life insurance retirement income strategies are big - Life Insurance Income Strategies

There are three basic strategies in this episode: Stretching IRAs, Charitable Giving and Converting IRAs to Roth IRAs. These concepts can be supported by life insurance sales in many ways.

In the second segment of the show, Steve and Don unbundle converting an IRA to a Roth IRA and measure the impact of taxes and the economics of a basic case study.

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 5 of 5 in the series, Life Insurance Income Strategies.

About Steve Savant

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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