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Life Insurance During Retirement

The conventional wisdom among investment advisors is that if clients have planned appropriately, they will not need life insurance in retirement. It is commonly thought that upon reaching retirement, they will be free of debt, have plenty of assets on hand to replace lost income and leave to heirs as a legacy. This sounds like a reasonable assumption on paper, but not all assets are equal when it comes to transfer planning. To account for this, investment advisors with clients that have sufficient investment assets for retirement might still want to consider life insurance as an asset in a retirement portfolio. Read full PDF

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