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.