Wed, Apr 26, 2023

Tax-Free Retirement Strategy

With Permanent Life Insurance
by Admin   – retirement  |  tax free


What if You Could:

  • Provide an income tax-free death benefit for the people who depend on you,
  • Defer taxes as your accumulated cash value grows, and

Potentially access that cash value using income tax-free policy loans and withdrawals, to use for retirement income or other needs.

Would You Be Interested?

That permanent life insurance not only helps protect your beneficiaries, it also allows you to build cash value that can potentially be used in a tax-advantaged manner?

Strategies to Save for Retirement

After Tax

Private Savings i.e. CD.


Fixed Annuities


Traditional IRA Qualified Plan/401k


Roth IRA Permanent Life Insurance Cash Value


  • No bank guarantees
  • Not a deposit
  • Not FDIC/NCUA insured
  • May lose value
  • Not insured by any federal or state government agency

It’s not just about how much you accumulate for retirement…

…you also need to factor taxes on retirement income.

Tax-free Retirement Strategy

When there is a need for death benefit protection, we have an opportunity to explore structuring your life insurance coverage in a manner that may also help achieve your retirement goals as well.

We refer to this as the Tax-Free Retirement Strategy.

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