One strategy: Protection multiple ways
Tax-efficiency. Asset protection. Wealth transfer.
Protection is just the beginning
When your clients hear the words “life insurance” they probably think term life insurance. But permanent life policies offer ways to protect families, and accumulate tax-deferred cash value over time, potentially helping minimize taxes. Use this video to help your clients understand.
Using life insurance to help preserve income in retirementMarket performance in the earliest years can make or break a client's long-term retirement. But, with cash value life insurance, clients can take available withdrawals during down-market years to help preserve their assets.Learn more
How to have conversation about long-term care
It’s often difficult for your clients to discuss long-term care and end-of-life issues and needs with their parents or children. This webinar provides a good starting point.Learn more
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Please be advised this webpage is not intended as legal or tax advice. Accordingly, any tax information provided is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. The tax information was written to support the promotion or marketing of the transaction(s) or matter(s) addressed, and clients should seek advice based on their particular circumstances from an independent tax advisor. Neither Equitable Financial, Equitable America or its affiliates provide legal or tax advice.
Life insurance is issued by Equitable Financial Life Insurance Company (Equitable Financial), New York, NY 10104; or by Equitable Financial Life Insurance Company of America (Equitable America), an Arizona Stock Corporation. Equitable America is not licensed to conduct business in New York.) It is distributed by Equitable Network, (Equitable Network Insurance Agency of California in CA; Equitable Network Insurance Agency of Utah in UT; Equitable Network of Puerto Rico, Inc. in PR), LLC and Equitable Distributors, LLC. When sold by New York state-based (i.e., domiciled) Equitable Advisors Financial Professionals, life insurance is issued by Equitable Financial Life Insurance Company (New York, NY).
For Financial Professional use Only/Not for Distribution to the public