March 19, 2024
Benefits of Using Life Insurance in Qualified Plans
Take advantage of this final webinar in our Qualified Plans Series presented by our Advanced Markets Team on Wednesday, March 27.
The establishment of a qualified plan for your business owner clients can provide them with tremendous benefits when it comes to retirement savings, employee retention, and tax efficiency. But did you know that life insurance can be utilized within qualified plans and can be an integral part of meeting the client’s needs? When life insurance is included in a qualified plan, business owners and their employees have an opportunity that is rare but highly desirable.
A plan that offers life insurance allows participants to use pre-tax contributions to pay policy premiums rather than relying on after-tax dollars to purchase coverage outside of the plan. It’s a win-win situation!
For more on this topic –
The Advantages of Using Life Insurance in Qualified Plans
Presented by Advanced Markets Team
Wednesday, March 27
1:00 p.m. ET, 12:00 p.m. CT
Check out the resources listed below and watch the video where our leaders in the field explain how this opportunity can be created by using life insurance in qualified plans.
Scott Levin, CFP, AIF
Worthington Financial Partners
You have direct access to the Advanced Markets Team for case consultation and point-of-sale support.
Learn more about the team on NationalLife.com
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