Using Whole Life Insurance for Tax-free Income скачать в хорошем качестве

Using Whole Life Insurance for Tax-free Income

🗓️ Book a Meeting -- http://leveragedcvli.com/3SQYPEX 🔎 Want a Policy Reviewed? -- https://leveragedcvli.com/43duQdE ❓ Ask a Question -- http://leveragedcvli.com/3wfpli6 Is Whole Life Insurance built as tax-free income vehicle, or as a tax-free asset? What's the difference? We are back to introduce the first type of Life Insurance in our series: Whole Life. Whole Life Insurance is generally the most widely understood and acknowledged form of Cash Value Life Insurance. It is also the most common form of CVLI in the United States today. So we are tackling this type of tax-free vehicle and discussing why someone might use Whole Life Insurance for tax-free retirement income. Whole Life Insurance provides guarantees, highly rated carriers, and extremely low risk. When it comes to generating income, However, low IRR and unfavorable loan provisions make Whole Life more of a tax-free asset rather than tax-free income vehicle. Chapters: 00:00 Introduction 00:24 Recap of Previous Videos 01:16 About Whole Life 01:52 Why Someone Would Use Whole Life 02:36 Guarantees of Whole Life Insurance 03:38 The Downside to Guarantees 05:40 Dividend Rate vs. Rate of Return 10:14 Actual Historical Performance and Rate of Return 14:58 Whole Life as Tax-free Income Source 16:30 How to Access Your Money from Whole Life Policies 17:06 Loan Provisions of Whole Life 17:40 Downside to Taking Loans on Whole Life Policies 19:04 Example of Whole Life Policy 23:27 The Reason Behind Low Whole Life Performance 24:47 Summary 25:28 How to Get a Policy Review Cash Value Life Insurance has been and will be one of the best ways to generate maximum tax-free income for life, but it takes the right design to get you there. We specialize in creating policies that are designed for Maximum Cash Growth and Income. Want to chat? Book a Time to chat here: https://leveragedwm.com/chat/ OR Send us your question here: https://leveragedwm.com/contact-ii/ Already have a policy? Send in your policy to be reviewed here: https://leveragedwm.com/iul-review OR