F&G’s Post

EY's recent analysis has shown that combining investments with permanent life insurance and an annuity can lead to a 3.5% higher retirement income and 16.3% more legacy at age 95 compared to an investment-only strategy. This highlights the potential benefits of a diversified retirement plan. #retirementplanning #diversifiedstrategy #financialplanning

Supporting your grandkids shouldn't come at the cost of your own comfort in retirement. Considering contributing to a 529 plan for their college education, or making them your life insurance beneficiary. You can also write them into your will, or set up a trust fund to handle the doling out of assets. #retirementplanning #retirement #lifeinsurance #estateplanning #family

5 Helpful Tips to use in your Retirement Planning Retirement planning is key to maintaining your lifestyle after you stop working, and incorporating life insurance can be a game-changer. Here’s how whole life insurance can boost your retirement strategy: Secure Your Dependents: Whole life insurance offers lifelong coverage, ensuring financial support for your loved ones no matter when you pass. Enhance Estate Planning: Use life insurance to provide tax-free money to beneficiaries, helping manage estate taxes and preserve your estate’s value. Leverage Cash Value: The cash value in a whole life policy grows tax-deferred and can be borrowed against, providing a flexible financial resource. Optimize Tax Benefits: Enjoy tax-deferred growth and tax-free withdrawals, plus a tax-free death benefit for your beneficiaries. Supplement Retirement Income: Convert life insurance cash value into a steady income stream for added financial security in retirement. Discover how life insurance can fit into your retirement plan. Contact Gainplan today to explore your options and secure your financial future! https://lnkd.in/gckC6X_q If you're interested in checking out Wayne Bell-Warren's blog, visit here: https://lnkd.in/g_t3ApFS #RetirementPlanning #LifeInsurance #FinancialSecurity #EstatePlanning #GainPlanners

There are many different ways to save for retirement — qualified plans, annuities, IRAs, stocks, mutual funds, and even life insurance are tools that can be used in a retirement strategy. As you consider these options, it’s important to keep in mind their tax implications: - Taxable - Tax-deferred - Tax-free A good mix of assets in your portfolio makes a big difference when it’s time to start taking income. Permanent life insurance might not be thought about in a retirement strategy, but it can provide a valuable death benefit with generally income-tax-free distributions. Check out this case study that shows the difference in retirement income when tax-free income is part of a strategy. Contact me to learn more.

There are many different ways to save for retirement — qualified plans, annuities, IRAs, stocks, mutual funds, and even life insurance are tools that can be used in a retirement strategy. As you consider these options, it’s important to keep in mind their tax implications: - Taxable - Tax-deferred - Tax-free A good mix of assets in your portfolio makes a big difference when it’s time to start taking income. Permanent life insurance might not be thought about in a retirement strategy, but it can provide a valuable death benefit with generally income-tax-free distributions. Check out this case study that shows the difference in retirement income when tax-free income is part of a strategy. Contact me to learn more.

There are many different ways to save for retirement — qualified plans, annuities, IRAs, stocks, mutual funds, and even life insurance are tools that can be used in a retirement strategy. As you consider these options, it’s important to keep in mind their tax implications: - Taxable - Tax-deferred - Tax-free A good mix of assets in your portfolio makes a big difference when it’s time to start taking income. Permanent life insurance might not be thought about in a retirement strategy, but it can provide a valuable death benefit with generally income-tax-free distributions. Check out this case study that shows the difference in retirement income when tax-free income is part of a strategy. Contact me to learn more.

There are many different ways to save for retirement — qualified plans, annuities, IRAs, stocks, mutual funds, and even life insurance are tools that can be used in a retirement strategy. As you consider these options, it’s important to keep in mind their tax implications: - Taxable - Tax-deferred - Tax-free A good mix of assets in your portfolio makes a big difference when it’s time to start taking income. Permanent life insurance might not be thought about in a retirement strategy, but it can provide a valuable death benefit with generally income-tax-free distributions. Check out this case study that shows the difference in retirement income when tax-free income is part of a strategy. Contact me to learn more.

There are many different ways to save for retirement — qualified plans, annuities, IRAs, stocks, mutual funds, and even life insurance are tools that can be used in a retirement strategy. As you consider these options, it’s important to keep in mind their tax implications: - Taxable - Tax-deferred - Tax-free A good mix of assets in your portfolio makes a big difference when it’s time to start taking income. Permanent life insurance might not be thought about in a retirement strategy, but it can provide a valuable death benefit with generally income-tax-free distributions. Check out this case study that shows the difference in retirement income when tax-free income is part of a strategy. Contact me to learn more.

A Fixed Indexed Annuity is an insurance product that provides a retirement paycheck. Read more about this popular long-term investment option in our latest blog. #fixedindexedannuities #financialnews #livinglargeradio

There are many different ways to save for retirement — qualified plans, annuities, IRAs, stocks, mutual funds, and even life insurance are tools that can be used in a retirement strategy. As you consider these options, it’s important to keep in mind their tax implications: - Taxable - Tax-deferred - Tax-free A good mix of assets in your portfolio makes a big difference when it’s time to start taking income. Permanent life insurance might not be thought about in a retirement strategy, but it can provide a valuable death benefit with generally income-tax-free distributions. Check out this case study that shows the difference in retirement income when tax-free income is part of a strategy. Contact me to learn more.