Wednesday, September 10, 2014

How Forms of Income Correlate on a 1040, But Not Life Insurance - Life Insurance for Tax Free Income

Many forms of income can trigger taxation on Social Security benefits. So it's important to point out that a non MEC life insurance cash value policy may be able to generate tax free income via policy loans that will not be cited on a 1040 form and thus will have no correlation to Social Security benefits. Syndicated financial columnist and talk show host Steve Savant talks the non taxable event of life insurance in an income scenario with insurance product expert Mike McGlothlin.

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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