Join us for a discussion with wealth management advisor and insurance agent, Steven L. Penn about whether life insurance in retirement is needed. Perhaps you have considered cashing in your policies or selling your policy. What can be done with Life Insurance in planning my estate? And what tax ramifications are there with cash value life insurance? Penn will also try to answer other questions such as:
- Should I cash in my whole life cash value Insurance? Are there tax ramifications?
- If buying Life Insurance in retirement should I buy term?
- How does Cash Value Life Insurance fit into an Investment Allocation plan?
- How can cash value life insurance help me if I need to borrow money?
- How to use life insurance as a charitable gift?
- Is Life insurance the same as funeral insurance?
This presentation will be about an hour followed by time for questions.
Penn graduated from the University of Wisconsin Madison with a bachelor's degree in economics and a certificate from the Gaylord Nelson Institute of Environmental Studies. Steve joined Northwestern Mutual in 2004, truly enjoys financial planning and continues to pursue his education.
He grew up in Wausau, WI and is now a Middleton native. In his free time, he enjoys playing hockey, golfing, brewing beer and playing music.
If you have preliminary questions for the speaker, please send to Program Coordinators Rick Daluge at rhdaluge@wisc.edu by Tuesday, January 16.
Food Pantry Contributions:
Checks payable to UW-Foundation, with "Open Seat" on the memo line may be mailed to UWRA, 21 North Park Street, Room 7205, Madison, WI 53715-1218.
Registration Deadline: Friday, January 19
Registration:
Advance registration is required. You are encouraged to register online. To register by phone or email, call the Association office. If you or your guest registered for this seminar but cannot attend, please cancel your registration online, or email/call the UWRA office.
NOTE: The weblink and virtual call information will be included in the meeting reminders registrants receive.
UW-Madison Retirement Association
21 N Park St, Room 7205
Madison WI 53715-1218
608-262-0641
retireassn@mailplus.wisc.edu
