Using Life Insurance to Deliver Tax-Free Retirement Income After ATRA

Mark A. Weber
SilverStone Group
Omaha, NE
Jeffrey D. Sharp
SilverStone Group
Omaha, NE
Thu, 12/04/2014 - 3:20pm to 4:35pm

High income earners felt the full brunt of the American Taxpayer Relief Act of 2012 (ATRA) in April 15, 2014. Learn how families are utilizing specially designed life insurance contracts to shelter investment earnings from the higher rates then turning them into tax-free streams of retirement income.