Unlike an annuity, which offers straightforward guaranteed payments, a LIRP (life insurance retirement plan) is a little more nuanced and not for everyone. Use this flow chart to find out if your client is a fit.
Unlike an annuity, which offers straightforward guaranteed payments, a LIRP (life insurance retirement plan) is a little more nuanced and not for everyone. Use this flow chart to find out if your client is a fit.