One of the hallmarks of a fantastic fourth quarter (your 60s and your 70s) is financial freedom. When you’re financially free, it has a positive impact on your relationships, your emotional health, and so many other facets of life. One of the components of financial freedom is life insurance. This is a topic we’ll discuss in this episode with my guest, Jeffrey Neltner. But we’re talking not just ordinary life insurance. We talk about a product called “Indexed Universal Life”.
Jeff Keltner has been a registered nurse for 10 years traveling to various hospitals and working in many modalities. He has a Bachelor of Science in Business Administration from Xavier University in 2002 and an Associate of Applied Science and Nursing in 2012. He was also a certified Bikram yoga teacher in 2017. He lived, studied and worked in Beijing, China, from 2003 to 2006, and is fluent in Mandarin Chinese. Jeff is currently the owner and operator of Ryoma, LLC, specializing in indexed universal life insurance with living benefits.
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