Overview
When you are ready to retire you’ll likely want to maintain a lifestyle similar to the one you had before. However, if you have to pay taxes on your retirement fund, that can take a large chunk of your earnings. Your life insurance policy can be a great avenue to follow when trying to grow your retirement fund tax-free. That way when it comes time to retire, you can withdraw your basic amount along with continued policy loan withdrawals tax-free during your lifetime.
- Uses After Tax Dollars
- Grows Tax-Free
- Distributed Tax Free
Life & LTC Insurance
More life & ltc coverage
Often reviewed alongside tax-free retirement plans.
Individual LifeCover you and your family in the case of a death.
Long-Term CareProtects your loved ones when care is needed for a long period of time.
Disability IncomeReplaces about 60% of your gross income if you become sick or injured.
Business LifeProtects those that are a vital part of your business’s continuation.
Buy/Sell LifeA contract funded by a life insurance policy to minimize turmoil.
Key Man LifeLife insurance policy on a person considered critical to the business.