Skip to content
Financial Brokerage
  • Markets
    • Annuities
    • Disability Income
    • Employee Benefits
    • Final Expense
    • Health
    • Life Insurance
    • Long Term Care Insurance
    • Medicare
    • Worksite
    • All Markets
  • Contracting
  • Quotes
  • New Business
    • iGO-e-app
    • Drop Ticket
    • Medicare Supplement New Business Submission
    • Forms
    • Underwriting
      • Accelerated Underwriting Guide
      • Nailba Field Underwriting Guide
      • Underwriting Requirements
      • XRAE
  • Incentives
    • Incentive Trip
      • Napa Valley 2026
      • Cabo San Lucas 2025
    • Carrier Trips
    • Account Summary
    • Shared Success
    • Cash In on Your Success
    • Standings – See Where You Rank
  • Social Media
  • Services
    • Advanced Life Case-Design Specialist
    • Blog
    • Email Marketing & Newsletters
    • Website Hosting
  • Training
    •  Basic Training for Life Insurance Sales
  • About Us
  • Login
Presented by Brian Leising They might be if all their retirement assets are tied up in the wrong vehicles. Look at the choices below and see if your clients have their money in the right places. 1. Growth taxed NOW- Savings accounts, CD’s, money market, mutual funds. These assets are funded with after-tax dollars and growth is taxed each year. 2. Growth taxed LATER- 401(k)’s, 403(b)’s, deferred annuities, pension plans. Clients receive a tax deduction for the money placed into these plans and defer taxation until the money is distributed, usually in retirement. 3. Growth taxed NEVER- Cash value life insurance, Roth IRA’s, Roth 401(k)’s. These assets are funded with after-tax dollars and will have growth distributed tax-free if structured properly. Life insurance policies usually allow greater contributions with less restrictions than Roth plans. When would your clients like to pay taxes on the growth of their retirement assets? Now, later or never?
Are you an expert?
Policy Reviews

Leave a Reply

You must be logged in to post a comment.

Recent Posts

  • Direct-to-Consumer Life Insurance Sales
  • Seven Reasons To Offer Single Premium Whole Life
  • He said, she said…Long-term care solutions spouses can agree on
  • The BIG 3 Advantages of IUL
  • The Sequence of Returns Does It Really Matter in Retirement?

Archives

Categories

Meta

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org
Financial Brokerage logo
  • 402-697-9998
  • 800-397-9999
  • 11301 Davenport St
  • Omaha, NE 68154-2629
  • About Us
  • Privacy Policy
  • Blog
  • Change Password
  • Facebook
  • Instagram
  • LinkedIn
  • YouTube
  • All rights reserved ©2022 Financial Brokerage.
  • For agent use only. Not for public distribution.
Theme by Colorlib Powered by WordPress