Friday, February 6, 2015

tax free retirement

There is a place for every investment, and every investment has a place, including Permanente Life insurance. Over funding Permanente life insurance gives the client several options that other investments just don't have. Death benefit protection for the family, liquidity, use and control at all ages, has safely averaged 5% to 8% annual tax deferred and tax free growth, and tax free distributions. I am a financial Rep and have sold and bought myself just about every investment there is. And I can tell you with certainty that in the last 22 years nothing has come close (with safety of principal) to the returns of over funded life insurance. In the last 22 years most of our clients that have max funded Indexed Universal Life Insurance as an investment strategy have averaged well over 6% annual returns tax free.


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