The Most Versatile Financial Tool – Life Insurance



In this episode, Celeste McKeefery, founder and president of Beachhurst Financial explains the importance of life insurance and how affordable it can actually be.  Find out why Celeste considers life insurance the most versatile financial tool for your portfolio.

Celeste discusses: 

  • The best time to get life insurance
  • All the benefits that can come with life insurance
  • How life insurance can be used as a wealth transfer tool
  • Why an Indexed Universal Life Insurance (IUL) is considered the rich man’s Roth IRA
  • And more!

Connect With Celeste McKeefery:

About Our Guest: 

Raised and educated in England, Celeste has resided in the United States since 1988.  

As an Independent Life and Health Insurance agent and Annuity specialist, she has worked directly with clients since 2008 helping them understand the benefits of various Life and Health Insurance products. Her objective is to help clients not only meet their goals but far exceed them.