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Q: Do retirees need life insurance?

A: The short answer is that it depends on your retirement plan and financial situation. You need to consider whether your surviving spouse or family will need the money, and whether the potential benefits of your policy outweigh the ongoing costs. It makes sense for many retirees to exchange their current policy for one that offers more appropriate coverage, costs, or benefits once retired. One attractive benefit of some newer policies are long-term care (LTC) riders that enable the policyowner to use a portion of the death benefit to pay for LTC.  To examine this topic more in depth, read: Life Insurance – Do Retirees Still Need It?

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JEREMY KISNER, CFP

Jeremy is a lover of all things finance. He likes to play poker, go camping, and practice yoga, but he loves to talk economics and investment strategies even more.

Make sure to read his book, “A Good Financial Advisor Will Tell You” and check out an article quoting him in Barron’s or The Wall Street Journal.

Jeremy Kisner Wealth Management

2425 E. Camelback Rd, Suite 885
Phoenix, AZ 85016
(480) 485-8822

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