High-net-worth clients who earn more year over year may end up underinsured and require more tax-free income. Here's how to use an existing Section 7702-based life insurance policy to provide a larger death benefit, greater upside potential and additional tax-free income at no additional out-of-pocket cost.

Published: April 5, 2024
Tracking Code: 70110
Business Lines: Life Insurance, Advanced Planning
Category: Premium Finance
Free Download