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How to Retire Well

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Manage episode 451067900 series 3570711
Content provided by Natalie Kime. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Natalie Kime or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Tell Natalie what you love about this episode, text here!

In this episode, host Natalie Kime delves into retirement planning, focusing on two key financial products: Index Universal Life Insurance (IUL) and Fixed Index Annuities (FIA). Natalie, referring to IUL as a "financial pocket knife," highlights its flexibility, tax advantages, living benefits, and potential for cash accumulation. She also discusses FIAs, emphasizing their market protection and interest earnings potential. Throughout the episode, Natalie shares personal anecdotes and client experiences to illustrate the practical benefits of these products, stressing the importance of a well-structured retirement plan and professional financial guidance.
- Importance of retirement planning
- Overview of Index Universal Life Insurance (IUL) and its features
- Flexibility in premium payments and death benefits of IUL
- Tax advantages and cash accumulation potential of IUL
- Living benefits associated with Index Universal Life Insurance
- Overview of Fixed Index Annuities (FIA) and their role in retirement planning
- Guaranteed protection from market losses with Fixed Index Annuities
- Potential for higher returns linked to market performance with FIAs
- Guaranteed income options provided by Fixed Index Annuities
- Personal anecdotes illustrating the practical applications of IUL and FIAs in retirement planning

Get my FREE Financial Check-up Guide
Connect with me on:
Facebook
Instagram
LinkedIn

  continue reading

62 episodes

Artwork
iconShare
 
Manage episode 451067900 series 3570711
Content provided by Natalie Kime. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Natalie Kime or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Tell Natalie what you love about this episode, text here!

In this episode, host Natalie Kime delves into retirement planning, focusing on two key financial products: Index Universal Life Insurance (IUL) and Fixed Index Annuities (FIA). Natalie, referring to IUL as a "financial pocket knife," highlights its flexibility, tax advantages, living benefits, and potential for cash accumulation. She also discusses FIAs, emphasizing their market protection and interest earnings potential. Throughout the episode, Natalie shares personal anecdotes and client experiences to illustrate the practical benefits of these products, stressing the importance of a well-structured retirement plan and professional financial guidance.
- Importance of retirement planning
- Overview of Index Universal Life Insurance (IUL) and its features
- Flexibility in premium payments and death benefits of IUL
- Tax advantages and cash accumulation potential of IUL
- Living benefits associated with Index Universal Life Insurance
- Overview of Fixed Index Annuities (FIA) and their role in retirement planning
- Guaranteed protection from market losses with Fixed Index Annuities
- Potential for higher returns linked to market performance with FIAs
- Guaranteed income options provided by Fixed Index Annuities
- Personal anecdotes illustrating the practical applications of IUL and FIAs in retirement planning

Get my FREE Financial Check-up Guide
Connect with me on:
Facebook
Instagram
LinkedIn

  continue reading

62 episodes

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