March 11, 2025

Topic(s): Insurance, Retirement

Zero Gravity – Insurance Strategies to Die with Zero
Presented by: Mark Maurer, CFP®

In his book Die with Zero, Bill Perkins outlines his plan for the optimal times and amounts to retire, but even he realizes that insurance must play a part in any financial-planning strategy! We'll lay a foundation of term and disability while clients are accumulating assets and then transition to Long Term Care strategies in the "no-go" years of retirement. We'll also look at creating lifetime income through Immediate Annuities at retirement or layering Deferred Income Annuities along the way.