Retire at New Heights with Johnnie Roberts

SERIES: Life Insurance - How to Maximize Your Income & Minimize Your Taxes

Episode Notes

In this episode, Johnnie explains how life insurance fits alongside market accounts and Roth money. He shows how death benefits can replace a lost Social Security check or income for a surviving spouse, and how cash value can be tapped tax-free for one-time needs or ongoing income. He also compares fixed and indexed life insurance options that offer guarantees and stability when markets are unpredictable.