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concept-piece-download-70013-business-funded-retirement

Due to contribution limits, successful, high-income business owners are disadvantaged under the rules imposed on qualified plans. A cash value life insurance policy insuring the business owner can serve as a business-funded retirement account to provide tax-deferred growth.

Published: January 2, 2024
Tracking Code: 70013
Business Line: Advanced Planning
Category: Business Owners
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