What makes life insurance more than just a death benefit?
In this episode of “Retire Rich: Tales of Financial Freedom,” host Carlos Lopez sits down with Steve Loving, a life insurance expert from Simplicity, to unravel the evolving world of life insur-ance. Whether you’re wondering about the differences between term and universal policies, cu-rious about how life insurance can be a tax-free income stream, or exploring options for securing your children’s financial future, this episode is packed with insights.
Carlos and Steve discuss:
● The evolution of life insurance options over the years
● How policies can supplement retirement income
● Adding long-term care riders to existing policies
● Strategies for ensuring children and building early wealth
● Flexible features of Index Universal Life Insurance
Connect with Marc Hernandez:
LinkedIn: Marc Hernandez: / money-man-marc
Marc@MAHFinancial.Biz
http://www.mahfinancial.biz
(956) 994-0407
Connect with Carlos Lopez:
LinkedIn: Carlos Lopez: / carlos-omar-lopez-9b4734167
http://www.mahfinancial.biz
(956) 994-0407
Connect with Steve Loving:
● LinkedIn: Steve Loving
● Insurmark
● (713) 808-8543
About our Guest:
Steve Loving has over 30 years of experience in the financial services industry. He began his career in 1992 with New York Life Insurance Company, where he earned the prestigious Char-tered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. Over his 22-year tenure at New York Life, Steve became a Senior NYLIC Agent, consistently qualifying as a Council Agent, and was a multiple-year member of the Million Dollar Roundtable. In 2014, he transitioned to Retirement Concepts Group, L.L.C., an independent financial services firm, and in 2016, he joined Insurance Designers of Kansas City as a Brokerage Manager, where he supports independent life insurance producers and financial advisors with high-quality products and services.
Publishing Tags: MAH Financial, Wealth, 401(k), Financial Planning, Financial Advisor, IRAs, Dividends, Bonds, Life Insurance, Financial Planning, Retirement Income, Index Universal Life, Wealth Building, Tax-Free Benefits, Insurance Riders, Children’s Policies
