Our consultants only recommend the purchase of cash value life insurance when there is a need for the life insurance and the insurance will be beneficial for a minimum of 10 years. Cash value life insurance can work well in the following situations:

• Supplemental Retirement Program
• Early Mortgage Payoff
• Avoidance of Accumulated Earnings Tax in a Corporation
• Deferred Compensations
• Maximizing Distributions from a Pension Plan at Retirement
• Life Insurance Used to Pay Estate Taxes

This document was last modified on July 29, 1999 by LMLeber

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