Life Insurance Retirement Planning for High Net Worth
Published: April 18, 2022
Tracking Code: 70088
Business Line: Advanced Planning
Category: Estate Planning & Wealth Transfer

Many high-net-worth individuals have maxed out their qualified plan contributions, leaving a shortfall compared retirement income needs. Using after-tax dollars to fund a tax-efficient life insurance policy can mimic the funding and structure of a Roth and grow cash value tax-deferred.

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