Learn how to get the guaranteed highest pension payout. Jethro Jones discusses the "Pension Maximization" strategy for school principals with John "Hutch" Hutchinson.

Rather than protecting your spouse by choosing a reduced monthly benefit payment from your pension, you can instead calibrate a life insurance policy to guarantee you the highest monthly pension payout possible. Plus, you can also take extra tax-free income from the cash value as you go.

Resources & Timestamps:

Comprehensive article on how Pension Maximization works:

https://bankingtruths.com/pension-maximization/

Video example of Pension Maximization:

https://www.youtube.com/watch?v=WUdhxBlmG8s

Book a free consult about customizing Pension Max for you:

https://bankingtruths.com/pension-max-schedule/

Podcast Timestamps
0:00 - Risk off money and how Big Banks invest their safe reserves.
4:00 - Intro to the Pension Maximization strategy
7:00 - How a Life Insurance policy can help you take a bigger pension payment
11:20 - Pension reductions for survivor benefits are just expensive "life insurance" policies that won't even pay your kids if both spouses die
18:10 - Only 4 possible outcomes when retiring. What happens with & without Pension Max?
23:58 - Where to find the money for "another bill" with this Life Insurance for Pension Max.
28:57 - Start with cheap term insurance as you build up to a full-blown Pension Maximization strategy
34:47 - Resources to learn more about Pension Maximization
37:01 - Take tax-Free supplemental income from life insurance like a Roth

Learn more about today's sponsors, Playworks, IXL, and Renaissance Learning:

As a global leader in education technology operating in more than 110 countries, Renaissance is committed to providing educators with insights and resources to accelerate growth and help all students build a strong foundation for success. We believe that technology can unlock a more effective learning experience, ensure that students get the personalized teaching they need to thrive, and help educators and administrators to truly, fully, See Every Student. Learn more at renaissance.com.

We’re proud to be sponsored by Playworks, a 501(c)3 nonprofit organization with evidence-based practices that help schools improve the health and well-being of children by increasing opportunities for physical activity and safe, meaningful play.

If you’re a school or district leader struggling with the challenge of chronic absenteeism, as so many are across the U.S., you may not realize that structured recess is a research-backed approach to keep kids in school. In fact, a UC Berkeley study of Title I schools found that those partnering with Playworks had significantly lower chronic absenteeism rates. Further, Mathematica research demonstrated that Playworks schools spent 27% less time transitioning from recess back to learning, saving teachers valuable instructional time.

These results are possible for your students, too. Learn how Playworks can help you improve student-educator relationships, belonging, and attendance by signing up for a quick no-obligation conversation.

We’re also thrilled to be sponsored by IXL.

IXL’s comprehensive teaching and learning platform for math, language arts, science, and social studies is accelerating achievement in 95 of the top 100 U.S. school districts. Loved by teachers and backed by independent research from Johns Hopkins University, IXL can help you do the following and more:

Simplify and streamline technology
Save teachers’ time
Reliably meet Tier 1 standards
Improve student performance on state assessments

🚀 Ready to see why leading districts trust IXL for their educational needs? Visit IXL.com/BE today to learn more about how IXL can elevate your school or district.

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