Date: 17 Apr 2018
Cat: Audio, Financial Hour (WMT)

Financial Hour: Life Insurance in Retirement – Do You Need It?

Jeff Johnston, Jonas Everett & Casey Mushrush answer listener questions including:

  • I am helping my dad sort through his office (the goal is to have things organized for when my brother and I have to deal with his estate.) He has statements and documents that he has collected over the last 65+ years – what is important for us to keep?
  • I bought life insurance from an advisor when I first started working, he always told me that I wouldn’t need it in retirement. He has since retired and now, my new advisor,  is telling me that I absolutely need life insurance in retirement. He is right or just trying to make a sale?