Using Life Insurance as an Accumulation Vehicle
Most people understand the benefits of diversifying investments amount asset classes to help manage the risk and return of a retirement plan. But diversification can also be used to help manage the tax treatment of retirement assets - resulting in the potential for higher net income during retirement years.
Using an index universal life insurance policy designed to maximize your client's tax-advantaged accumulation while providing life insurance benefits to their loved ones is option you should be offering.
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