Life Insurance As Part of Your Retirement Roadmap

Key Takeaway

While cash value life insurance (like universal life insurance) can provide liquidity in the event of death, it can also be used as a financial buffer against volatility during bear markets—and a source of tax-free retirement funds.

Car driving down a winding road
Car driving down a winding road

Policies are issued by Everly Life Insurance Company (“Everly Life”), Topeka, KS. Everly Life is not licensed in the state of New York and does not solicit or transact business in New York.

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