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Life Insurance (in Retirement) Part 1: The Most Common Use Cases + A 3-Step Process for Managing Risks

Life Insurance (in Retirement) Part 1: The Most Common Use Cases + A 3-Step Process for Managing Risks

Stay Wealthy Retirement Podcast · Taylor Schulte, CFP®

January 18, 202221m 51s

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Show Notes

Today I'm kicking off our two-part series on life insurance.

Specifically, I'll be tailoring these episodes to those who are in retirement or close to it.

Here are a handful of the things I'll be covering:

  • What are the different types of life insurance (+ pros and cons)
  • How to determine the need for life insurance
  • What are the costs and tax considerations
  • How to analyze an old insurance policy
  • Where to buy life insurance without getting ripped off

If you're FINALLY ready to understand life insurance in retirement (in plain English!), you're going to love this series.

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