Exploring the Engine of a Life Insurance Retirement Plan (LIRP)

02/08/2025

                    Exploring the Engine of a Life Insurance Retirement Plan (LIRP)

Listen " Exploring the Engine of a Life Insurance Retirement Plan (LIRP) "

Episode Synopsis


The index strategies within certain Life Insurance Retirement Plans (LIRPs) can provide significant risk-adjusted tax-free returns. In this episode, we'll explore how these "engines" work, how they can help mitigate risk, and aid in the health of a retirement portfolio. Also, we will dive into comparing a typical 60/40 portfolio to a guaranteed lifetime income "private pension" annuity.