Many of the FedEx and UPS pilots still have a pension and they often ask what to do about the survivor benefits. Many of them are inclined to lean towards the 50% survivor benefit, but that’s not typically the best option.
To help us explore some of these other options, we’ve invited Dave Befort onto the podcast today. He’s an expert in the Infinite Banking Concept for pilots as well as many other aspects of retirement, and we’re going to talk today about different survivor benefit options and how they play into your overall retirement strategy. Dave believes strongly in using life insurance to help you control your money and he’ll explain some of these strategies in this video.
#pilotlife #infinitebanking #survivorbenefits
Here are some of the highlights from this episode:
0:00 – Intro
2:06 – The math behind the 50% survivor benefit
6:02 – The questions you need to be asking
12:02 – Another option: permanent life insurance
19:35 – The benefits of the Infinite Banking Concept
22:49 – Tax strategies
29:24 – Sequence of return risk
Learn more about Dave: https://maxperformancefinancial.com/about/
Retire Pilots - https://retirepilots.com
Get your FREE Retirement Toolkit - https://bit.ly/3ZmZsaX
Pilot Tax - https://pilot-tax.com/
The Pilot's Advisor Podcast is also on video. Watch & Subscribe on YouTube: https://bit.ly/3EIEBW2
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