Cash value life insurance such as AIG's Max Accumulator+
can help provide tax diversification 

Tax Diversification of Retirement Assets
Most people understand the benefits of diversifying investments among 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.  

  • Use index universal life insurance to help diversity taxed never assets
  • Maximize tax-advantage accumulation
  • Provide benefits to loved ones


These are all great tools for you to use when working with your clients: 


Road to Retirement video

Life To The Max 

LIRP Campaign in a Box 


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