NASFA Webinar: Life Insurance & Beneficiaries

Use life insurance as a legacy so at retirement age the insured can spend all their other money to enjoy retirement. Life insurance guarantees funds are available to pay bills until other assets are dispersed. Strategically listing beneficiaries so the goal of the insurance money is achieved. Most agents just list kids names or estate. What if the kids are young and need a guardian. What if the kids are adults and may have a pending divorce or creditors, judgements or liens. What if one of the kids cannot manage money. How to protect money from getting into the wrong hands. Avoid federal and estate taxes by passing the beneficiary tax free.

Be prepared to participate.