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Annuity
Annuities, in particular, safeguard against the risk of outliving your finances, offering a form of guaranteed income. The annuity contracts and life insurance policies we offer allow for tax-deferred accumulation, meaning taxes are deferred until you start receiving payments.
Life Insurance
Today, life insurance is more than a death benefit; it pays you to live through tax-free living benefits. What are Living Benefits? Living Benefits are an advance on the life insurance proceeds. Typically, life insurance provides protection through a tax-free death benefit and also tax-free policy loans. See more about Living Benefits.
Life insurance is simply the best vehicle for tax-free benefits, and it is the only financial product in America that has these tax-advantage benefits:
Customized Life Insurance
Many people tend to overlook the full scope of life insurance benefits. While it’s commonly recognized for instilling confidence in both the policyholder and beneficiaries, its advantages go beyond that. In the hands of informed individuals, life insurance is an important tool for financial planning. This is due to the diverse range of products, growth strategies, and tax-free benefits at your disposal, offering a multifaceted approach to securing financial well-being for you and your beneficiaries.
Withdrawals and Policy Loans
You have the flexibility to make withdrawals at any time from your cash value or utilize tax-free policy loans, typically accompanied by a very low interest charge. If you choose not to repay the withdrawal or policy loan during your lifetime, the amount withdrawn will be deducted from your life insurance proceeds upon your passing.
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