Plan for a More Confident and Fulfilling Retirement
Join our educational event to discover strategies that can address multiple retirement risks with a single solution. Learn how insurance can serve as alternatives to traditional approaches for healthcare, taxes, and legacy planning.
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We'll Cover Essential Retirement Planning Topics:
Insurance-Based Income Solutions: Discover how annuities with income guarantees can provide predictable retirement income and complement your Social Security benefits.
Healthcare Cost Protection: Learn about life insurance policies with long-term care benefits that can multiply your investment 3-6x for healthcare expenses, eliminating the "use it or lose it" nature of traditional LTC insurance.
Tax-Advantaged Insurance Strategies: Explore how certain life insurance products can serve as "Roth IRA alternatives" while providing guaranteed death benefits and healthcare coverage.
Comprehensive Legacy & Tax Planning: Understand how 2nd-to-die life insurance can maximize tax-free wealth transfer while providing unlimited healthcare benefits for couples.
About Your Host(s)
Universal Financial Strategies is a retirement invesment firm that specializes in helping retirees in all aspects of wealth management including healthcare, tax & estate planning in retirement.
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