Leveraging Life Insurance as a Tax-Free Retirement Pension

Leveraging Life Insurance as a Tax-Free Retirement Pension

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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.   

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Leveraging Life Insurance as a Tax-Free Retirement Pension
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QUIZ - Leveraging Life Insurance As A Tax-Free Retirement Pension
2 Questions  |  2 attempts  |  100/100 points to pass
2 Questions  |  2 attempts  |  100/100 points to pass To receive 0.1 CEU credit, you must answer both questions correctly. If you miss one, you will have one more attempt. If both attempts are unsuccessful, you will be required to repurchase the test at $10. *After passing the quiz, do not forgot to view / print your certificate to gain your CEUs.
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Certificate - Leveraging Life Insurance As A Tax-Free Retirement Pension
0.100 CEU credits  |  Certificate available
0.100 CEU credits  |  Certificate available You must click on "VIEW/PRINT YOUR CERTIFICATE" in order for the credit to be posted to your NCRA transcript.