The Basics of Whole Life
Life insurance is a valuable way to protect your family, business, legacy, and charitable contributions. One lesser known way that life insurance can work for you is as a safe asset that supplements your retirement, in addition to the death benefit it provides. The cash value that accumulates over time can be withdrawn 100% tax-free! This unique asset gives you the flexibility to file in a lower tax bracket when you are on a fixed income! Contact me to learn more about how Whole Life can become a part of your portfolio1.
An Alternative to Buying Term & Investing the Rest
Historical New York Life Dividend
Whole Life Investment Philosophy
Q & A with Tony Malloy
1Accessing cash value will reduce the available cash surrender value and death benefit.