If you’ve been browsing social media and you're in or nearing the retirement phase of life, you’ve likely seen posts promoting life insurance as the “ultimate retirement solution”. But is it really the best way to go about planning for your retirement?

In this episode of the "Retirement Revealed" podcast, I evaluate life insurances as a retirement solution through the lens of Nelson Nash’s book "Becoming Your Own Banker". Nash’s work advocates for the idea of using dividend-paying whole life insurance policies from mutual insurance companies as a financial strategy, often referred to as the “infinite banking” concept.

*Life Insurance is only a portion of a wholistic approach to retirement planning! Get my free retirement course today at www.5StepRetirementPlan.com*

Watch next: How to avoid the 3 biggest retirement mistakes    • How to Avoid the 3 Biggest Retirement...  

Links:
- Free retirement course: www.5StepRetirementPlan.com
- "Becoming Your Own Banker" by Nelson Nash https://infinitebanking.org/product/b...
- "Can a Life Insurance Retirement Plan Help Boost Your Finances?"   / can-a-life-insurance-retirement-plan-help-...  
- "3 Things you Need to Know Before Buying Life Insurance" Retirement Revealed Episode 67 featuring Mike Smith https://keilfp.com/blogpodcast/3-thin...

Chapters:
0:00 Is Life Insurance the BEST Retirement Solution?
1:12 Indexed Universal Life Insurance
3:34 Comparing the Hard Data
7:35 Positives of "Becoming Your Own Banker"
10:30 How Life Insurance Stacks Up in 2024
12:50 5 Step Retirement Plan

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Maximize Your Retirement Income!
Lower Your Lifetime Tax Bill
Avoid Mistake with Your Pension
Get the Most out of Social Security

Don’t miss out on the money you deserve in retirement – just because you got the timing wrong!

If you’re trying to find the answers to these questions:
- How do I get the most money out of my Social Security & Pension?
- How do I lower my lifetime tax bill?
- How do I turn my $500k+ retirement savings into retirement income?
Then schedule an intro call with the team at Keil Financial Partners:
https://calendly.com/d/3wq-24m-d4p
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Jeremy Keil, aka “Mr. Retirement” and Keil Financial Partners offer retirement planning services focused on retirement income and tax planning, Social Security and pension claiming decisions, health & life insurance analysis and estate planning strategies.
For important disclosures, see www.keilfp.com/important-disclosures