Some Practical (yet uncommon) Retirement Plan Strategies for Life Insurance

As the applicable estate tax credit continues to increase, we have observed that our clients are increasingly requiring us to focus on finding solutions for income tax and asset protection concerns. Our clients are also concerned that no change in the estate tax law is ever permanent, so they are asking us to preserve as much flexibility as possible in our planning work to insure that they have the flexibility to adapt if the estate tax again becomes a factor for them, either because the value of their assets grows significantly or because the applicable credit amount is reduced below the $2 million amount where it currently resides.

Some Practical (yet uncommon) Retirement Plan Strategies for Life Insurance
Source: Life Insurance Selling