Broker Check

Life Insurance In Retirement Planning

| March 29, 2022

Many successful professionals and business owners and their key employees cannot adequately save for retirement on a pretax basis because of the limits placed on qualified retirement plan contributions.  As a result of this "reverse discrimination," many individuals seek alternative means to fund retirement -- specifically, nonqualified deferred compensation plans, which don't always have the flexibility the plan owner needs.

A life insurance policy funded for cash value appreciation can provide needed supplemental retirement.

click here to learn how it works:  Life Insurance In Retirement Planning