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Contact Us

FOR A FREE CONSULTATION

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937.435.7540

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The ABN Financial Group
1297H Lyons Rd

Dayton, OH 45458

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EMAIL

alex@abnfinancial.com

Compare TFR with a Mutual Fund
 

This solution will help you avoid the four hidden retirement traps:

  1. The tax trap

  2. The access trap

  3. The distribution trap

  4. The death trap

Areas of Practice
 
Tax Free Retirement
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Term Life Insurance
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Universal Life Insurance
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Whole Life Insurance
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Fixed Indexed Annuities
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Mortgage Protection Insurance
 
Mortgage Disability Insurance
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Final Expense Insurance
 
Disability Insurance
 
Long Term Care Insurance
 
Critical Illness Insurance
 
Medicare Supplement Insurance
Tax Free Retirement

 

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Under the current Internal Revenue Code, life insurance has a unique combination of tax advantages that are not available with any other financial, investment, or cash accumulation product. 

 

These advantages include:

  1. Tax deferred accumulation of cash values

  2. Tax free income via withdrawals and policy loans

  3. Income tax free proceeds to policy beneficiaries at death

 

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