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Mastering Money

Tune into one of the best retirement shows on the radio! Mastering Money is hosted by Certified Income Specialist™ and best selling author, Steve Jurich (pronounced Jur-itch). Steve is an experienced 20 year veteran of financial services and is licensed in securities, insurance, and real estate. He is a Certified Annuity Specialist® who reviews up to 2700 annuities on a regular basis. As a fiduciary, Steve’s clients enjoy access to the services of Fidelity Institutional, member FINRA, SIPC.
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Feb 5, 2020

Although many people don’t think about owning life insurance, many, many people do. Life insurance has evolved from just a few  choices in the old days, like whole life and straight term, to more advanced and flexible forms of Universal Life insurance which can be tailored to fit your needs for tax advantaged  retirement income that does not trigger taxes on Social Security, leaving a tax free legacy, and tax planning goals.  Unlike the policies of old, today’s next generation of cash value life insurance can deliver the goods on multiple benefits with the same dollar. For example, quite a number of cash value life insurance policies on the market can double as a LONG TERM CARE funding vehicle. You get triple the benefits with the same insurance dollar. Today we'll review these policies and show you why many people are converting IRAs to tax free life insurance, rather than ROTH IRAs.  An important show you don't want to miss  MASTERING MONEY is on the air!!!