EP 40 - 4 Uses For Life Insurance

Life insurance as part of your overall investment strategy.   

Many people think of life insurance as a product that protects your loved ones in case of your death.  We don't always think of using it as an overall investment strategy, but there are some interesting ways you can use life insurance to build and transfer wealth. In this latest episode Ben spills some creative ways that you can use life insurance. Some highlights include using insurance in retirement to optimize your income, using life insurance to offset inheritance taxes on a property, topping off retirement savings and, using life insurance to receive tax deduction or lower taxes on your estate through charitable donations.