Join insurance experts Barry Flagg, CFP® and Kevin Kimbrough, CFP® to learn how permanent life insurance can function as a tax-efficient asset in retirement income and wealth-preservation strategies. Through real-world scenarios, advisors will learn when policies can provide supplemental income, long-term care flexibility, and estate liquidity—while complementing Roth conversions and distribution planning.
Learning Objectives
- Assess how life insurance can supplement retirement income within a tax-diversified portfolio.
- How Life Insurance works after you’ve exhausted your Qualified Account Options
- Evaluate the tax treatment of policy withdrawals, loans, and distributions.
- Compare funding designs and exit strategies for maintaining flexibility and avoiding policy lapse risk.
- Analyze the role of life insurance in managing longevity risk, estate liquidity, and survivor benefits.
- Integrate life insurance into comprehensive financial and tax-planning frameworks without compromising fiduciary independence.
*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC and RICP.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.