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Money Mistakes in Retirement

A recent forbes.com article talks about money mistakes in retirement (http://onforb.es/KDiaEe). The first item on the list is to make sure retirees have tax-efficient strategies to draw funds from multiple accounts based on their tax efficiency. Thus, what insurance agents must do is understand not only the different registration types (taxable, tax-deferred, and tax free) but what types of financial product vehicles in the marketplace today can fill each of these buckets.

A properly structured Index Universal Life (IUL) using tax free loans¹ as a distribution method can be an excellent vehicle to fill the tax free bucket of a person's retirement.

Please contact Imeriti today to learn more about IUL policies, their benefits and options. Also, ask us about our all expensed paid IUL training academies and our tools to help you clients better understand IUL policies.


¹This blog post is intended only and exclusively for insurance agents and is not meant for the general public. The limited discussion of IUL policies is not, and should not, be considered a recommendation or as an advertisement or inducement for the purchase of an IUL or other insurance policy or contract.  Imeriti is an independent marketing organization that supports insurance agent sales of insurance products and does not itself engage in the offer or sales of insurance products. The decision to purchase an IUL policy and the use of loans against such a policy should be made through consultation with a qualified and licensed insurance agent and tax adviser.

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Disclaimer

The information contained herein is for general information purposes only. Imeriti, Inc. is not to be held responsible for the accuracy of this information. Neither Imeriti, Inc. nor its employees provide tax or legal advice. As with all matters of a tax or legal nature, your clients should consult their own tax or legal counsel for advice. Any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax adviser.

The information, statistics, and opinions reported herein are from sources believed to be reliable. However, Imeriti and the author of this blog do not guarantee the truth, accuracy, and reliability of any source, fact and/or statistic cited and no do necessarily agree with any opinions expressed by such sources.

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