Uncategorized | Senior Benefit Connections

Why Life Insurance Belongs in Your Retirement Plan

by Kenny | Oct 23, 2025

Quick Take Life insurance isn’t just for parents with mortgages. The right policy can: protect a spouse’s income plan if one Social Security check disappears create tax-advantaged cash you can access in down markets cover final expenses and debts so heirs keep what...

Weekly Market CommentaryFebruary 22, 2026
The holiday-shortened week produced gains across US indices and saw an emerging market ETF break out to all-time highs. The… Read more: Weekly Market Commentary
Personalized Retirement Strategy: A Plan Built Around YouFebruary 19, 2026
Retirement isn’t one-size-fits-all. Two people can retire the same year with the same savings and still need completely different strategies—because… Read more: Personalized Retirement Strategy: A Plan Built Around You
Conversions of Property and Conversions of Inherited IRA Funds: Today’s Slott Report MailbagFebruary 19, 2026
By Andy Ives, CFP®, AIF® IRA Analyst A member of Ed Slott’s Elite Advisor Group℠ emailed us recently with… Read more: Conversions of Property and Conversions of Inherited IRA Funds: Today’s Slott Report Mailbag
Real Life Scenario: Minor as EDB BeneficiaryFebruary 18, 2026
By Andy Ives, CFP®, AIF® IRA Analyst A member of Ed Slott’s Elite Advisor Group℠ emailed us recently with… Read more: Real Life Scenario: Minor as EDB Beneficiary
How In-Plan Roth Conversions WorkFebruary 16, 2026
By Ian Berger, JD IRA Analyst In the January 5 edition of the Slott Report, we mentioned that the federal Thrift… Read more: How In-Plan Roth Conversions Work