LSW – Protecting Wealth and Securing Retirement: The Power of Life Insurance Inside a Qualified Plan
March 25, 2025 @ 1:00 pm - 2:00 pm
Qualified Retirement Plans | Protecting Wealth and Securing Retirement The power of life insurance in a qualified plan.
Setting up a qualified plan for your business owner clients can provide them with a tremendous advantage when it comes to retirement savings, employee retention and tax efficiency. But did you know that life insurance can be utilized within qualified plans and can be an integral part of meeting the client’s needs?
Adding life insurance into a qualified plan provides business owners and their employees with a rare but highly desirable opportunity.
By offering life insurance in the plan, participants can utilize pre-tax contributions for policy premiums rather than relying on after-tax dollars to purchase coverage outside of the plan making the acquisition of insurance more tax efficient.
The power of life insurance in a qualified plan.
Setting up a qualified plan for your business owner clients can provide them with a tremendous advantage when it comes to retirement savings, employee retention and tax efficiency. But did you know that life insurance can be utilized within qualified plans and can be an integral part of meeting the client’s needs?
Adding life insurance into a qualified plan provides business owners and their employees with a rare but highly desirable opportunity.
By offering life insurance in the plan, participants can utilize pre-tax contributions for policy premiums rather than relying on after-tax dollars to purchase coverage outside of the plan making the acquisition of insurance more tax efficient.
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