Life Insurance can provide individuals with some very distinct advantages above and beyond the actual death benefit itself. Specifically, it has the ability - when properly structure - to provide tax-free investment growth. This can provide a great opportunity to supplement your personal retirement funding.
Permanent life insurance has the ability to have cash value build up "inside" the policy. This cash value, by law, grows in a tax-deferred manner, meaning your investments compound more quickly year-over-year than traditional, taxable investments
This investment growth has the potential to become tax-free if the money is accessed (in the future) through a combination of withdrawals of basis (the premiums you put in) and borrowing of the investment growth so long as the policy remains inforce through the life of the insured.
Life insurance can also provide you with a broad range of investment options to help you achieve your financial objectives.
It is, however, important to work with an advisor who is well versed in all
aspects of Advanced Retirement Planning and can provide you with a thorough financial analysis of
your various options.
Blevins Financial, LLC
306 240th PL SE, Sammamish, WA 98074
Phone: 425-837-5419 Fax: 425-484-4004
Securities offered through:
Ogilvie Security Advisors Corp.,
71 S. Wacker Drive, Ste 3025, Chicago, IL 60606, (312) 335-5476.
Member FINRA/SIPC, Phone: 312-335-5476
Information on this web site is for general information purposes only. It is important to keep in mind that there are many ways to apply a strategy which are dependent upon your personal situation. Estate, insurance, tax regulations and laws are very complex and are subject to change. This website, therefore, is not designed to be a substitute for specific tax, legal, or other professional advices. For specific assistance for your personal individual situation the services of an appropriate professional should be sought.
