May 11, 2021
Chris Boyd & Jeff Tomaneng hear from Kim Furnald about the applications of insurance (no pun intended). As a life & health broker, Kim shares her story, and useful tips for how to overcome the tax consequences from the SECURE Act’s move from a lifetime stretch out to a 10-Year distribution requirement. She also discusses various techniques for mitigating the risks to one’s wealth from the costs of long-term care, including hybrid products. In addition, learn about FPA MA’s upcoming Wicked Good Talks virtual conference for 5 CFP CE’s … and a BIG announcement from FPA MA & FPA NNE.
For Kim's case study handouts - go to FPAMA.org/podcast/