#126 Estate Planning Month: Using Life Insurance in Estate Planning

Retirement Lifestyles with Patrick McNally

Welcome to Retirement Lifestyles with Patrick McNally!!

May's Financial Topic: Estate Planning

Show Title: Using Life Insurance in Estate Planning

-Here's a breakdown of this weeks show...

-Introduction. (starting at 0:54)

- Using Life Insurance in Estate Planning (starting at 06:27)

- Mailbag: Transfers and Pension problems. (starting at 28:55)

- IRA FAQ: What makes you different?

- Wrap up and Action Items! (starting at 49:52)

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Dedicated to Your Retirement Lifestyle,

Patrick McNally

www.PatrickMcNally.com

530-377-5180

Disclosures

Information presented is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the host on the date of publication and are subject to change.

All information is based on sources deemed to be reliable, but no warranty or guarantee is made as to its accuracy or completeness. Financial calculations are based on various assumptions that may never come to pass. All examples are hypothetical and are for illustrative purposes only. Charts, graphs, and references to market returns do not represent the performance achieved by Retirement Lifestyles Advisory Group or any of its advisory clients.

Content should not be construed as personalized investment advice, nor should it be interpreted as an offer to buy or sell any securities mentioned. A professional advisor should be consulted before implementing any of the strategies presented.

Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for an investor. In addition, there can be no assurances that an investor’s portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.

The social security, tax, legal, and estate planning information provided is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Retirement Lifestyles Advisory Group is not affiliated or endorsed by the Social Security Administration of the United States.

Case studies are for illustrative purposes only and should not be construed as testimonials. Every investor’s situation is different, and goals may not always be achieved.

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