Tax Free Retirement

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