Using Life Insurance to Help Fund Retirement


This course provides an overview of various types of life insurance policies and settlement options that may help clients fund their retirement.

Learning Objectives

Upon completion of this course, students will be able to:

  • describe how permanent life insurance can be used to meet retirement needs
  • identify how life insurance cash values can be used to supplement retirement income
  • understand how accelerated benefits, viatical settlements, and life settlements can provide income to cover an insured’s medical expenses and other needs
  • explain how life insurance proceeds are taxed during life and at death

Designed For

Retail Representatives, Investment Advisory

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