header photo Leawood 9/17/2016 11:00:00 AM
News / Finance

Tax-Free Income from Cash-Value Life Insurance

Cash Value Life Inusrance Can be a Significant Asset in Your Retirement Portfolio

Surprisingly, cash-value life insurance can also generate tax-free income with a variety of saving and investment crediting methods. With me today is Rob Hagg, popular platform speaker, assets management and life insurance specialist. Rob has a unique perspective in the financial community with traditional investment modeling using modern portfolio theory and his groundbreaking work with mortality products in turnkey asset management programs.