If you’re looking for good 3rd party confirmation from a nationally recognized expert on why life insurance is indispensable not only to estate plans but to retirement plans, this video is it. In this video, Ed Slott (who also happened to write the foreword to my book The Power of Zero) makes the case that life insurance is the single greatest benefit in the IRS tax code and that it’s an important cog to any retirement plan because it protects you from the two great retirement risks:
- Tax Rate Risk
- Market Risk
For any of your clients who are concerned about whether your recommendations aren’t “main-stream” enough or who are troubled because they’ve never heard of these strategies before, this video from a national IRA expert is worth a look.