What is your outlook on taxes? Do you think they will go up in the future?

Would you like to be able to access your tax-free retirement income prior to age 59 1/2 using permanent life insurance?

Are you maxing out your traditional 401(k)? 

If you've answered yes to any of these questions, please join us on Tuesday, January 30th, 2024 for an in depth look at an alternative to your Roth IRA. 

The use of cash value life insurance to provide a tax-free resource for retirement assumes that there is first a need for the death benefit protection. Policy loans and withdrawals reduce the policy’s cash value and death benefit and may result in a taxable event. Withdrawals up to the basis paid into the contract and loans thereafter will not create an immediate taxable event, but substantial tax ramifications could result upon contract lapse or surrender. Surrender charges may reduce the policy's cash value in early years.