Will McWhorter and Wayne Wilson of Wilson McWhorter Financial focus is on helping you define your retirement goals, identify and address any potential obstacles, and create a plan to help you enjoy a guaranteed retirement income. We use several different strategies to help you do that.
While life insurance is often talked about, it is much less frequently understood, or properly utilized as part of a retirement income strategy. Permanent life insurance can be an extremely powerful tool to help provide tax-free income distributions for your retirement. If you’re concerned about tax rates, the possibility of tax increases, or just want to enjoy more of your own money, life insurance can be a great way to reduce taxes, create income, and still provide the number one benefit of life insurance, a death benefit for your loved ones or beneficiaries.