Unlocking Your Financial Future

Ep 74: Life Insurance As A Financial Tool - Part 2

October 28, 2021

Ben Schrock and Keith Lockwood from B.A. Schrock Financial Group talk about how you might use life insurance beyond ensuring that funeral costs are covered.

 

Life Insurance is an easy topic to put off talking about but it is one of the most powerful tools when it comes to retirement planning.  

 

In this episode, Ben and Keith discuss: 

  • Why you might want to use Life Insurance for tax mitigation on your estate.
  •  Why you might not want to use Life Insurance for tax mitigation on your estate. 
  • Why the current laws make Life Insurance particularly powerful now.
  • And more...

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