How to Use Insurance Products for Tax-Sheltered Growth

The American College of Financial Services
The Street
August 26, 2021

Using insurance products in retirement planning is often discussed as a way for advisors to ensure clients have an ongoing income stream later in life; however, using these products can also provide tax advantages by forming a “wrapper” around other assets so they are subject to different tax rules.

WMCP® Program Director Michael Finke explains the advantages of this approach in this piece from The Street.

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