The use of life insurance to create a tax-free income stream is not a new strategy by any means, but it becomes a lot more
attractive based on increased tax rates.
Ask yourself in what direction are federal and state tax rates going and
if it really makes sense to allocate 100% of your present savings to retirement
plans that are 100% taxable as ordinary income in the future?
Are you ready for a conversation that will
uncover holes in your current plan and, more importantly, are you willing to
make changes? If so, now is the time to
get serious about your future.
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