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Tax-Solutions

Watch the Recording Now.

We reviewed Indexed Universal Life insurance (IUL) products currently on the market with the best-in-class index options. With that in mind, we wanted to discuss how business owners may utilize these life insurance products to maximize their cash accumulation to be used as supplemental income in retirement.

Topics of discussion include:

  1. The Tax Cuts and Jobs Act
  2. Who is a Fit?
  3. Why Life Insurance
  4. Index Options
  5. Business Owner Case Study

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