Life Insurance Done Right

from Winning in Retirement · host Akers Financial Group

Send us Fan MailBrian and Jeff Akers discuss financial planning and tax updates, emphasizing the importance of saving for retirement and using life insurance as a tax-free income source. They also discuss various approaches to life insurance decision-making, including the pros and cons of renting versus buying term life insurance. The speakers highlight the need for a needs-based calculation and policy design to ensure that life insurance is purchased for the right reasons and is adequately funded. Overall, the conversation emphasizes the importance of a sound financial plan and the role of Akers Financial Group in offering securities and investment advisory services.https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description

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This episode was published on April 17, 2021.

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