Leveraging Life Insurance as a Tax-Free Retirement Pension
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- Student Member - $20
Join John Lacey Smith, an agent with TransAmerica and a court reporter’s spouse, as he shares how to use permanent cash value life insurance to fund a tax-free retirement fund. Most people believe that life insurance is something you can only use if you die. Learn how permanent life insurance can offer a Swiss Army knife of benefits that you don’t have to die to use
Total CEU 0.1
This is a live webinar and will be recorded for those unable to attend live. Registrations expire 30 days after live event.
John Lacey Smith
TransAmerica
I am about to start my fourth year in the financial services industry, and I am so excited about being able to help people in this new career. Previously, I spent a little over a decade in the restaurant business where I met my wife, who is also a Court Reporter. While in the restaurant business, I developed a knowledge and passion for wine that allowed me to make a move into the wine and spirits industry where I spent the next 15 years. We moved from Nashville to Chattanooga in 2008 when I was transferred to open and operate a new branch for a wine and spirits distributor. We had our only child, Elliott in 2016, and recently moved to Signal Mountain, TN, a suburb of Chattanooga. I have found my career in financial services to be incredibly rewarding, helping to financially protect families while also teaching small business owners, and 1099 employees how to create tax-free retirement plans.