Creating a Tax-Free Legacy with Life Insurance

In this episode, Jeff Miles and Margie Stevens discuss the importance of life insurance in retirement. They cover topics such as the different types of life insurance, the need for living benefits, the impact of long-term care costs, and the tax implications of leaving a legacy. Margie emphasizes the importance of working with a financial professional to explore alternative options and create a comprehensive retirement plan. The conversation provides valuable insights for federal employees and retirees, as well as anyone looking to secure their financial future.

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