The Smart Way to Fund Permanent L...
The Smart Way to Fund Permanent Life Insurance
Retire For Less With The Annuity Expert by Shawn Plummer
E155
Apr 30, 2025
10:31
Episode notes

What if you could fund a permanent life insurance policy and generate guaranteed income at the same time? In this episode, we break down a smart strategy using a Single Premium Immediate Annuity (SPIA) to pay for a limited-pay whole or universal life policy. This approach allows you to automate premium payments, build tax-deferred cash value, and create a tax-free death benefit—all while receiving lifetime income. It’s a powerful option for those with a lump sum to invest who want long-term financial protection and flexibility. Tune in to learn how it works and if it’s right for you.

👉Book a Free Consultation

Keywords
retirement planning
life insurance
life insurance in estate planning
Money Tips
SPIA