Unlocking Your Financial Future

Ep 76: Life Insurance As A Financial Tool - Part 4

November 11, 2021

Ben Schrock and Keith Lockwood from B.A. Schrock Financial Group talk about how life insurance can be a tax-free income source in retirement when properly structured. 


In this episode, Ben and Keith discuss: 

  • Why you might want to use life insurance rather than a ROTH IRA as a potential tax-free income source in retirement.   
  • How Keith Lockwood used properly structured life insurance to create a tax-free income stream for a client.
  • And more…

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