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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

Whole Life acts like a swiss army knife in retirement

Whole Life Insurance For Retirement

Whole Life insurance is meant to complement not replace your retirement portfolio. Its protected growth & tax-exemption make Whole Life an ideal retirement buffer, not to mention its death benefit can allow you to spend more of your portfolio while you’re alive.

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ARTICLES

Whole Life acts like a swiss army knife in retirement

Whole Life Insurance For Retirement

Whole Life insurance is meant to complement not replace your retirement portfolio. Its protected growth & tax-exemption make Whole Life an ideal retirement buffer, not to mention its death benefit can allow you to spend more of your portfolio while you’re alive.

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.

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

Whether you’re looking for the high-level concepts or the focus details in various case studies we got you covered.

For those ready to take their learning to the next level you can book your own complimentary no-pressure consult here to have your questions answered and your own personalized case study modeled out. We find the light-bulb finally goes on once clients see the concept through their own numbers.