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Playing retirement catch up
9 months ago
1
Cash value life insurance is not the only thing you should use when playing catch-up.
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But if done, right, it can be the best part of your catch-up plan.
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Depending on the clientele and the access they have to certain retirement accounts, they may want to utilize a 401(k) match, cash, life, insurance, or Roth IRA.
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If you are tired of the search, want a new advisor, or just need a particular service. Do 1 of these 3 things.
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1. Comment below "FORWARD"
2. Dm me your need or want
3. Book a FREE appointment in my bio
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#planning #money #wholelife #infinitebanking #stocks #crypto #retirement #iul #tax
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