Planning for the Future: Life Insurance as a Tool for Security and Legacy (Ep. 130)
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Life insurance is more than a financial product—it’s a way to express love and care for your family and future.
How can life insurance provide stability in uncertain times? How does it evolve with your goals throughout life?
In this episode, Peter Raskin discusses the essential role of life insurance in creating wealth, liquidity, and a legacy for loved ones. He explains how it protects families, pays off debts, and adapts to evolving financial needs over a lifetime.
Peter discusses:
- Using life insurance to create financial security for families, covering mortgages, education, and income replacement
- The importance of applying for life insurance early, while in good health, to secure better premiums and coverage
- The distinction between term and permanent life insurance, and how each serves different financial goals
- How life insurance can cover estate taxes and long-term care costs, offering a sense of financial security for heirs
- Personal examples of adapting life insurance strategies to align with changing life stages, goals, and charitable giving
- And more!
Connect with Peter:
- Raskin Planning Group
- (617) 728-7433
- LinkedIn: Peter Raskin
- Facebook: Raskin Planning Group
- Twitter: Raskin Planning Group
- LinkedIn: Raskin Planning Group
Schedule Time with Peter
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Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.
Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.
Osaic FA, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.