Whole Life Insurance

Life Insurance Retirement Plan, under Internal Revenue Code Section 7702

Funded with: Whole Life Insurance

Policy Highlights

  • Guaranteed Premiums
  • Guaranteed Cash Values
  • Guaranteed Death Benefits
  • Participating Whole Life Insurance Policy - Pays annual dividends, either a portfolio yield or new money rate, declared annually by the insurance company, based on the investment returns in the insurance company’s general account.*
  • Interest Sensitive Whole Life Insurance Policy- Pays excess interest monthly, either a portfolio yield or new money rate, declared as often as monthly by the insurance company, based on the returns in the insurance company’s general account.*

The Sizzle:  Guaranteed cash value growth, no matter what happens to the market, regardless of what prevailing interest rates are.

NOTE: Dividends are NOT guaranteed.

For a FREE initial consultation, contact us today!


*There are non-participating, no excess interest, whole life policies that are suitable death benefit products, but may not be suitable as a retirement supplement.

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