Tax Free Income - Stress Free Income in Retirement Planning
By using a team approach, we are able to provide a comprehensive review of your existing financial or insurance plan. Our specialists will then work with you to develop a customized strategy tailored to meet your specific goals. Whether you want to focus on one particular area or have an extensive review, We Will Be Glad to Help.
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** Although an external index or indexes may affect contract values, the insurance strategy/contract does not directly participate in any stock or equity investments. You are not buying shares of any stock or index. The interest credited is limited by either placing a cap on the amount of interest that can be earned (“cap” rate) and/or requiring a specified rate that must be surpassed within the index before interest will be credited (“spread rate”). The interest credited on your contract may be affected by the performance of an external index. . You are not buying shares in an index. The index value does not include the dividends paid on equity investments underlying the equity index or the interest paid on any fixed income investments underlying any bond index. These dividends and interest are not reflected in the interest credited to your contract.
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These concepts represent our current understanding of the law in general and are not to be considered legal or tax advice. Income, estate, gift and generation skipping tax rules are subject to change at any time. This is not an attempt to give legal or tax advice. You should consult with your legal or tax advisor regarding your individual situation before making any tax related decisions.