The Best “Boring” Money Can Buy
Mar 23, 2022By Tom Wall
What if your clients could get bond-like returns over time, but without taxation or volatility? Would that allow them to take more risk elsewhere with other volatile asset classes? Would it help them minimize taxation of their portfolio over time? Through one of the financial services industry’s best-kept secrets, your clients may be able to do exactly this.
By the grace of Congress, permanent life insurance enjoys three uncommon income tax advantages.
