Focus on Finance Ep.65: Smart Spousal Protection Moves for Retirees| Call 703-608-1203
Автор: Shirley Luu
Загружено: 2025-11-09
Просмотров: 33
Many retirees unknowingly give up hundreds of thousands in pension value. Don't be one of them.
In this episode of Focus on Finance, Shirley Luu reveals a strategy that can turn a reduced pension survivor benefit into $250K–$500K in tax-free legacy value while adding living benefits if illness strikes.
Most people choose the default pension option and lose wealth without realizing it. Today, learn how to:
• Protect your spouse without sacrificing your monthly pension
• Leverage permanent life solutions for tax-free legacy & income
• Access funds for illness, long-term care, or emergencies
• Secure generational wealth not just monthly income
📞 Call 703-608-1203 or send us a message at https://shirleyluuassociates.com/ to review your retirement options before signing.
#FocusOnFinance #RetirementPlanning #PensionStrategy #ShirleyLuu #FinancialSecurity #LegacyPlanning #TaxFreeRetirement #SmartRetirement
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