Tony Lupina, owner of Lupina Financial Services, interviewed on Influential Entrepreneurs Podcast on Life Insurance for Retirement

Tony Lupina, owner of Lupina Financial Services, talks about his approach to helping his clients with financial planning and retirement using life insurance

Listen to the interview on the Business Innovators Radio Network

As the insurance industry continues to evolve with technology with new and better products for now and the future, we are here to provide the best solutions for our customers’ needs. Lupina explained that “Lupina Financial Services offers life insurance products that help you plan for the future. Index Universal Life Insurance and Whole Life Insurance includes the Accelerated Living Benefit Rider for chronic, critical and terminal illnesses.These accelerated living benefit riders can provide an unlimited cash benefit in the event the insured is diagnosed with an eligible illness.In some of these policies, you can accumulate tax-deferred growth, increase accumulation amounts and have access to these values ​​at any time without penalty, regardless of your age. Long-term care is another vehicle we use to help our clients.”

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About Tony Lupina

Tony Lupina has been helping people build and protect their wealth for over 37 years. It helps individuals and businesses save money in taxes through financial strategies. It is licensed in more than 13 states and offers health and life insurance as well as annuities. He moved to Tennessee, intending to retire, but wanted to continue helping people protect and grow their wealth after a year and a half. Tony has six adult children, nine grandchildren and one great-grandchild. Enjoys cooking and golfing in addition to helping people and businesses.

Contact Tony for more information: (615) 801-3113 | [email protected]

For marketing, education and general information purposes only. We provide this information to you in our capacity as consultants with knowledge and experience in the insurance industry and not as legal or tax advice. The issues discussed may have legal or tax implications for you, and we recommend that you consult your legal and/or tax advisor before choosing a course of action based on any of the information contained herein.

Changes in factual circumstances or in any rules or other guidelines invoked may affect the accuracy of the information provided. Tony Lupina is not obligated to provide updates on the information presented here.

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