Retirement Planning Education, with Andy Panko
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
Retirement Planning Education, with Andy Panko
#077 - Understanding cash value life insurance and how it's sold, with Kevin Lao
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Andy Panko
Andy and Kevin Lao from Imagine Financial Security discuss when cash value (aka permanent) life insurance may be appropriate, and what to know about the sales processes around such products
Links in this episode:
- Kevin's firm, Imagine Financial Security - https://imaginefinancialsecurity.com/
- Kevin's podcast, the "Planning for Retirement Podcast" - https://imaginefinancialsecurity.com/planning-for-retirement-podcast/
