Strategy, Leverage & Tax Planning.

from The Retirement Compass · host Jeff Gove & Tim Kulhanek

Tim Kulhanek discusses how to utilize life insurance for one of his clients, should they require long term care.  This involves a shift into a LIRP.  Plus, covering the Retirement Compass points!   Start a conversation with Tim, Jeff, Jeremy, Scott or any of the other experienced advisors at Stonebridge by calling 866-295-5146.  See omnystudio.com/listener for privacy information.

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This episode is 5 minutes long.

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This episode was published on January 25, 2025.

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