2801 Townsgate Rd, Suite 350, Westlake Village, CA 91361 (800) 350-2019
MEMBER OF THE ADVANTAGE INSURANCE NETWORK
Tax Diversification Reference Sheet
Life insurance tools have a unique fit in the tax-diversification planning discussion.
It is an essential evaluation that every investor (client and prospect) should be considering, particularly as they make asset allocation moves in 2014.
Our Tax Diversification Reference Sheet presents a very compelling story for owning life insurance given the tax code, its restrictions and the high rates people are faced with by exploring the treatment of funds in key areas of commonly used retirement investment vehicles.
Fill out the form to download our Tax Diversification Reference Sheet: