The Seven Levers™ of Tax Savings checks your situation against seven areas of the tax code, in the same order every time. Your plan uses only the levers that fit your facts.
Lever 3. Life insurance: what it protects, what it costs, and how borrowing against the cash value is taxed.
Terrence is a licensed insurance producer in 27 states and the District of Columbia. Terrence holds the life insurance licenses on our team and is paid when a policy is placed.