This guide leverages the foundation of a tax-efficient, diversified strategy in your client’s existing retirement portfolio. We call it a Section 7702-based plan because cash value life insurance follows a unique tax treatment defined in the IRS Code.

If IRC Section 7702 rings a bell, it's because it is the tax code that allows life insurance retirement plans (LIRP) to have tax-free benefits. See how to leverage the benefits for your client's income planning.

Published: March 15, 2024
Tracking Code: 40083
Business Line: Life Insurance
Category: Tax Diversification
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