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Financial and retirement planning guidance from the team at Mercurio Wealth Advisors in Louisville, Kentucky. Join Chief Financial Advisor Alan Mercurio and Senior Wealth Advisor Troy Bolton each show for helpful conversations about money, life, and retirement. Step into the Retirement Coach's Corner to learn about 401(k)s, IRAs, income planning, investing, and so much more.

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  1. All Episodes
  2. Ep 15: The Strategy Behind Life Insurance

Ep 15: The Strategy Behind Life Insurance

Nov 18, 2021

Is life insurance something you should have as a part of your financial plan? Alan and Troy discuss the reasons you may want to use this financial tool.

 

Read more and get additional financial resources here:  https://mercurioadvisors.com/podcast/ep-15-the-strategy-behind-life-insurance/ 

What we discuss in this episode: 

0:35 - Why does talking about life insurance make people cringe?

4:04 - How do you know if you need life insurance?

8:01 - Life insurance protects against risk.

10:20 - How can life insurance provide tax-free income?