A Powerful Way to Reduce Taxes for High-Net-Worth Clients
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Create More Value with Life Insurance
A powerful tax-diversification tool, cash value life insurance can allow your clients to keep more of their money. You can use it for high-net-worth clients saving for the future, as an accumulation tool to prepare for retirement, and even as a way to create tax-free income for the next generation. Tune in to discuss how to structure policies for maximized growth with minimized tax impact, including:
- First in, first out taxation
- Accessing cash values in an IUL
- Utilizing policy loans and withdrawal strategies
- Understanding crediting mechanisms
- Addressing sequence of returns risk
- Evaluating cost of insurance vs tax costs
Don't miss out on this opportunity to better understand the true value of life insurance!
Thomas Losher , CFP® helps simplify the technical aspects of cash value life insurance and change the broad misperceptions that exist around life insurance. As an Advanced Markets Analyst, he bridges the gap between highly complicated concepts and the unique uses of life insurance solutions.