Is there a “tax us never again” financial instrument

with this basket of benefits?

Creation of a Private Reserve of Tax Advantaged Funds

Tax Free Growth

Tax Free Distribution

Tax Free Long Term Care

Tax Free Wealth Transfer

• Liquidity – easy access to funds
• Values not counted as assets in the FAFSA student aid college funding formula.
• Utilizes the Growth Power of Equity Indexes
• No Government “Required Minimum Distributions”
• Protection from Creditors in Bankruptcy

This is a benefits profile of Indexed Universal Life insurance.

“The tax exemption for life insurance is the single biggest benefit in the tax code.”

  Ed Slott CPA and nationally recognized tax expert.