Retirement Focused Articles & Videos

You may not need life insurance in retirement, but you sure will want it. Why? Because all too often clients approach retirement planning as linear math relying on static assumptions for both taxes and market movements. Life insurance in retirement can be a buffer asset to protect against both future higher taxes and down markets during retirement, not to mention the added protection benefits.
John "Hutch" Hutchinson
Founder of BankingTruths
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HUTCH'S FAVORITES

Hutch

4 Ways Whole Life Insurance Helps Retirement

Whole Life Insurance can be an extremely versatile tool for retirement with its unique growth, taxation, and protection mechanisms built into the product. Read how a properly structured Whole Life policy in retirement can help you preserve other assets by buffering against market volatility and higher tax rates.

Learn More »
Hutch

Two Ways Whole Life Pays Income

This video discusses the 2 distinct ways that Whole Life insurance policy can provide income in retirement. See the effect of bleeding down a policy with withdrawals then loans, as well as how the policy behaves when taking only dividends in cash.

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ARTICLES

Insurance products like IUL and Whole Life helps protect policyholders from market losses unlike VUL

4 Ways Indexed Universal Life Helps Retirement

Indexed Universal Life insurance (IUL) can be an extremely versatile tool for retirement with its unique growth, taxation, and protection mechanisms built into the product. Read how a properly structured IUL policy in retirement can help you preserve other assets by buffering against market volatility and higher tax rates.

Read More »

4 Ways Whole Life Insurance Helps Retirement

Whole Life Insurance can be an extremely versatile tool for retirement with its unique growth, taxation, and protection mechanisms built into the product. Read how a properly structured Whole Life policy in retirement can help you preserve other assets by buffering against market volatility and higher tax rates.

Read More »

VIDEOS

Two Ways Whole Life Pays Income

This video discusses the 2 distinct ways that Whole Life insurance policy can provide income in retirement. See the effect of bleeding down a policy with withdrawals then loans, as well as how the policy behaves when taking only dividends in cash.

Watch Now »
ADVANCED LEARNING CONTENT

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Hope you enjoy the loads of content above explaining how private banking & retirement strategies work with properly-structured life insurance.

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