Using Indexed Universal Life to Avoid Running Out of Money in Retirement | Sequence of Returns Risk
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 Published On Dec 15, 2023

If you are relying on qualified retirement accounts, such as IRAs and 401ks, to provide retirement income for you, then you have a risk for market downturns, and more specifically, the timing of market downturns. Sequence of Returns Risk is all about the health of the market when you decide it is time to begin making withdrawals from your qualified accounts for retirement income.

In this video, IUL Strategist Jason Herring provides a case study example of that shows how important the health of the market is when you retire is versus most other factors. And since you cannot accurately predict what the stock market will do in any given year, having an alternative source of retirement income outside the stock market provides peace of mind as you are heading into retirement and beyond. The primary benefit being that when the market has a big down year, you use an alternative income source in the short term while you wait for your IRA or 401k to bounce back, rather than withdrawing from an already depleted account.

🔎About Jason and Steve

✅Jason Herring
* 13+ years Asset Protection, Estate and Wealth Transfer Planning
* Indexed Universal Life Insurance Specialist
* Series 6, 63 and 65 registrations.
* IUL Strategist & Coach

✅Steve Gibbs
*24+ years Trust and Estate Planning Attorney
*Co-Founder of Insurance and Estates
*Infinite Banking Advocate & Coach

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💥Connect With I&E! Schedule a Conversation with Jason to Discuss Strategies for Your Family, Your Investments, or Your Business, using Your Own numbers –
https://api.leadconnectorhq.com/widge... or email 📧 request at: [email protected] 💥

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➽➽➽DISCLAIMER: All content in this video is for educational purposes only and is not to be interpreted as personal financial advice. Always do your own due diligence.

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