February 22, 2024
Uncover the Advantages of Using Life Insurance
Pre-tax life insurance premiums? Yes, it is possible. Find out how qualified plans can provide this opportunity.
Setting up a qualified plan for your business owner clients can provide them with a tremendous advantage 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?
Adding life insurance into a qualified plan provides business owners and their employees with a rare but highly desirable opportunity. By offering life insurance in the plan, participants can utilize pre-tax contributions for policy premiums rather than relying on after-tax dollars to purchase coverage outside of the plan making the acquisition of insurance more tax efficient.
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 one our leaders in the field describes this opportunities created through the use of 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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