Episode 84: Life Insurance – Open-minded


Believe it or not your approach to life insurance may need to be completely different as you near or enter retirement. The conversation may no longer be about making sure the kids are taken care of and the house is paid off. Join Scott and Angela from Dallas, TX as they talk about a new perspective on life insurance.

Key takeaways:

• Is life insurance an old, outdated tool?
• Leverage is key!
• Is your money like a Swiss army pocketknife?

*Any and all other services related to insurance are an outside business activity and are not offered through or supervised by AE Wealth Management, LLC.

dfw advice

Schedule A Complimentary Consultation

If you would like to learn more about Compass Retirement or would like to schedule a complimentary consultation with Scott and Angela,
please fill out the form below today!

Fill out my online form.

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.