Life Insurance as a Financial Tool (LIFT)

LIFT shows clients how permanent life insurance can help protect their family, provide supplemental retirement income and efficiently pass on their estate.

Our signature LIFT strategy uses life insurance cash value to supplement retirement distributions, which can result in a lower effective tax rate in retirement. Our financial professional guide will show you how.

Additional consumer-focused materials and calculators will help clients take a tax efficient inventory of their assets, determine their retirement income gap and understand how the sequence of returns can impact their retirement assets.