Episode 28: What’s better than Cash? Cash and a Death Benefit!


July 21st, 2020

53 mins 2 secs

Season 2

Your Hosts
Special Guest

About this Episode

In this episode Mike and Matt touch on yet another smart retirement “tool to have in your bag”! Learn from listening to their esteemed special guest, Chris Foley, from Core Income Advisors, on why having a portion of your retirement portfolio held in a permanent life insurance policy might make a lot of sense. We get into the all of the investment advantages and tax-free advantages the policy provides as you navigate through retirement; while ultimately, setting up to pay your heirs a non-taxable lump sum upon your death.