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Accessible at Any Time for Any Reason

2 3

Long-Term Compounding

Guaranteed Safe Risk-Free

Tax-Free

NOT Tax-Exempt, Tax Advantaged, or Tax Deferred.

Tax free - no taxes - the money grows and compounds for decades, and the wealth is never taxed. And of course, the death benefit passes to your beneficiaries tax-free as well. The IRS (Section 7702) specifically classifies cash value whole life insurance policies to be tax-free if they follow certain guidelines.

The IRS specified the ratio of whole life premium vs. death benefit. In other words, if you put money into a whole life policy the IRS wants to know it is life insurance, not an investment.

If there were no limits, rich people would put every dollar into whole life to get the guarantees, the long-term compounding, have access to their money all the while through policy loans, and never pay taxes.

It’s sad that there is so much misinformation being spread around about whole life insurance.

Once you understand the full array of benefits (and there are a lot more than just these four), you’ll see why whole life is the preferred vehicle for those who want to grow, protect, and pass on their wealth.

Americans are terrible savers.

If you start saving money into a whole life policy now, your future (and the future of your children and grandchildren) will be assured.

Your money will be safe be accessible to you at any time compound for decades grow and pass on tax-free

Let us help you map out a plan to fully leverage the power of a whole life policy.

Book a one-on-one to get your questions answered. Let us show you what whole life can do!