Insights

Tax-Advantaged Retirement Income - Case Study


Life is full of challenges. You’ve been maxing out your employer-sponsored retirement plans and working with an investment advisor to reach your retirement goals. But once you factor in income taxes, it just doesn’t feel like you’ll have enough retirement income. At the same time, you also need to financially protect your family’s future while providing for them now.

A cash-value-oriented life insurance policy can offer you an efficient vehicle to address several of life’s most important challenges: It protects your family now, provides a tax-advantaged means of saving for retirement and can provide supplemental income without increasing taxable income.

Click below to read the full case study.