Insurance

How to Reinvent Your Permanent Life Insurance Strategy in Retirement

By Becca Craig, CFP

Congratulations! You’re officially retired. You’ve made it. You’ve crossed the metaphorical finish line. You’ve worked hard, diligently saved, and survived the ups and downs of the market. You’ve met with your financial planner to review your investment portfolio, retirement plans and Social Security benefits. You’re feeling confident in your strategies to create sufficient retirement income from a variety of sources. You’ve met with your attorney to update your estate plan and legal documents. You’ve even looped in your CPA on this major milestone to discuss the best way to file your tax return next year.

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