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Life Insurance in Retirement with Sheryl Moore
Manage episode 334201265 series 3309267
Does life insurance make sense in retirement? If so, why? What are some creative and useful reasons for retirees to retain coverage? Also, what should policy owners and their agents be doing to properly maintain these policies over time? On this episode of The Retirement Power Hour, host Joe Allaria will be joined by insurance industry rock star Sheryl Moore to discuss all of the above and more!
About our guest
Sheryl Moore is the Founder, Creator, and CEO of Wink, Inc and Moore Market Intelligence, where she and her companies serve as consultants to major insurance companies on how to better structure insurance products for the future. She is also an educator to both consumers and agents as her website winkintel.com offers news articles, basic education, and analytical tools for insurance agents.
Resources mentioned in the show
- Click to schedule a free life insurance policy analysis
- Click to schedule a free retirement analysis
To submit a listener question, visit https://www.retirementpowerhourpodcast.com/contact/ and enter the details of your question.
Disclaimer: All material discussed on this podcast is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of CarsonAllaria Wealth Management, a Registered Investment Advisory firm. Information discussed on this podcast may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement.
33 episodes
Manage episode 334201265 series 3309267
Does life insurance make sense in retirement? If so, why? What are some creative and useful reasons for retirees to retain coverage? Also, what should policy owners and their agents be doing to properly maintain these policies over time? On this episode of The Retirement Power Hour, host Joe Allaria will be joined by insurance industry rock star Sheryl Moore to discuss all of the above and more!
About our guest
Sheryl Moore is the Founder, Creator, and CEO of Wink, Inc and Moore Market Intelligence, where she and her companies serve as consultants to major insurance companies on how to better structure insurance products for the future. She is also an educator to both consumers and agents as her website winkintel.com offers news articles, basic education, and analytical tools for insurance agents.
Resources mentioned in the show
- Click to schedule a free life insurance policy analysis
- Click to schedule a free retirement analysis
To submit a listener question, visit https://www.retirementpowerhourpodcast.com/contact/ and enter the details of your question.
Disclaimer: All material discussed on this podcast is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of CarsonAllaria Wealth Management, a Registered Investment Advisory firm. Information discussed on this podcast may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement.
33 episodes
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