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A Life Insurance Retirement Plan (LIRP) is a tax-efficient way for indviduals to save for retirement by providing income you can enjoy during your lifetime.
It effectively allows you to protect your loved ones while saving for retirement. It can be a good solution for high income earners maximizing qualified plan contributions.
Taking the time to complete a life insurance policy review can be critical.
Changes to policy dividend and crediting rates can have a significant impact on a policies performance.
Failure to do so can result in a policy lapsing before the insured dies.
Indexed Universal Life Insurance offers a unique alternative to more traditional permanent life insurance policies.
Indexed universal life insurance can provide indexed market returns while limiting downside risk. This in turn can impact the amount of premium, numbers of years to pay premium, and/or policy cash value.