Monday, September 8, 2014

How to Design Policies - Life Insurance for Tax Free Income

Tax advantaged income using life insurance is gaining more acceptance with advisers, but which mortality chassis should be used? Now a risk tolerance test is a pre-approach to selecting the right type of life insurance for income. In addition, managing the cost of insurance to minimum TAMRA compliant levels is the single most important design item to adjust policy performance. Syndicated financial columnist and talk show host Steve Savant talks about design features of life insurance for income 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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