How to get tax-free retirement income with life insurance
March 5, 2014 by Danielle Andrus
Life insurance can be a tough sell for advisors with clients who see it as an expense rather than an investment, and one that won’t even kick in until after they’re dead and gone anyway. What if they could use it in their tax planning, though?
Kevin Kimbrough, principal of national sales at Saybrus Partners, suggested ways advisors can use life insurance to secure tax-free income for their clients in retirement.
Originally Posted at Life on March 4, 2014 by Danielle Andrus.
Categories: Industry Articles