In these days of self-directed retirement accounts, many people tie their savings to the stock market through 401(k) plans and IRAs, which can do very well during a period of market growth. However, it can be a concern when stocks are in a downward trend or experience extreme losses. Guaranteed income-tax-free death benefits can protect clients’ income and assets from market volatility during their working years and beyond, and provide a potential legacy when markets recover.
In this episode of Money Script Monday, Marcus unpacks the cost of recovering a portfolio’s losses and explains how to incorporate an indexed universal life policy into your retirement strategy to reduce these risks.
Resources Provided for This Episode
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