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Life Insurance as an Asset: a webcast class offering from The Achievement Group
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These Statistics Speak Volumes about The Life Business
of consumers do not know that life insurance benefits are often tax-free.1
of consumers do not know that Indexed Universal Life insurance can accumulate cash value which they can borrow1
Help Your Clients Better Understand Why Life Insurance Should Be Viewed as an Asset

Permanent, cash value life insurance should be viewed as an asset on a client's balance sheet while they're living. It can provide living benefits, build cash value, and provides a death benefit. We’ll offer understanding as to why life insurance isn't solely an expense. Cash value life insurance allows clients to build equity as an asset on a personal balance sheet.
Join Charlie Gipple, Partners Advantage Senior VP of Sales and Marketing, for an informational webcast: Helping Clients Understand Life Insurance as an Asset Class

October 1 - Click here to register
8:30 am Pacific • 9:30 am Mountain
10:30 am Central • 11:30 am Eastern

Participants in this webcast will also receive his whitepaper "A New View on Modern Portfolio Theory: Making the Case for Life Insurance as an Asset Class"

 
Brought to you by The Achievement Group and Partners Advantage. Other terrific training opportunities can be found right here, on our training calendar.
For financial professional use only. Not for use with consumers. This material is intended for educational purposes only and is not intended to serve as the basis for any investment or purchasing decision.

Pursuant to IRS Circular 230, The Achievement Group and Partners Advantage Insurance Services and their representatives do not give tax or legal advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Encourage your clients to consult their tax advisor or attorney.
Policy loans from life insurance policies generally are not subject to income tax, provided the contract is not a Modified Endowment Contract, as defined by Section 7702A of the Internal Revenue Code. A policy loan or withdrawal from a life insurance policy that is a Modified Endowment Contract is taxable upon receipt to the extent cash value of the contract exceeds premium paid. Policy loans and withdrawals will reduce cash value and death benefit. Policy loans are subject to interest charges. Please tell your clients to consult with their attorney or tax advisor in regards to their specific situation.
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