Friday, April 18, 2014

Compare tax benefits between products | Tax Investment Strategies



It may sound like financial heresy to use a modified endowment life insurance contract and worse, annuitize it. But effective tax bracket rates may prove this strategy as a better income source over the life of the insured. Now annuitzation of MEC contracts are now being spread-sheeted against SPIAs and DIAs because some carriers appear to be more benevolent with mortality credits on life insurance than with their own annuities. Nationally recognized product taxation expert Ken Davis is interviewed by Steve Savant, syndicated financial columnist and talk show host, on this episode of "Let's Get Down to Business."

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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