Life Insurance Retirement Plans

About The Webinar
We love our live webinar classes, but we know that not everyone keeps the same schedule.  This webinar is a recording of our live class from June 2020.  If you would like to attend any of our live classes, call us (636) 230-8824.

There are many ways to save for retirement and withdraw retirement income. We will be discussing ways you might use this multi-purpose financial tool as a part of your retirement and legacy planning. Working with a financial professional can help you determine which financial tools will best suit your needs during each phase of life:

  • ​​​​​​​Life Insurance as a financial tool
  • ​​​​​​​Creating tax advantaged retirement income
  • Leveraging funds that can cover Long-Term Care expenses 
  • Tax free legacy options
  • Mel Brandon

    Senior Associate Financial Professional

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