Supplementing Your Retirement Income Using Life Insurance

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Name: Supplementing Your Retirement Income Using Life Insurance
Date: August 13, 2025
Time: 6:30 PM - 8:30 PM EDT
Event Description:
During this session, we will explore how to potentially supplement your income using life insurance. This session is designed to help you explore the different paths for saving to supplement for income and the tax advantages of using Life Insurance while providing protection to your family.  We will cover topics like creating a Roth IRA Alternative, managing your tax bracket through asset location, and building your private reserve.

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Supplementing Your Retirement Income Using Life Insurance

Count on Equitable for strategies designed to meet your changing needs
As your needs change over time, your life insurance should evolve as well. We offer a portfolio of life insurance products built to meet your needs at every stage of life to help you secure your financial well-being. You can choose from various types of life policies, each offering different ways to potentially grow your cash value. Work with your financial professional to find the best fit for you.
Location:
Cloverleaf Tavern
Contact Information:
Mary Jo Kerrigan
Fees/Admission:
Free to attend
Registration required
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