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ENGAGE 2020


PFP2008 - Using Insurance Products for Tax Sheltered Growth


Jun 8, 2020 1:30pm ‐ Jun 8, 2020 2:45pm

Description

The life insurance and annuity product structures provide a unique form of tax deferred growth that impact their efficiency in non-qualified portfolios.  This presentation discusses the characteristics of these products and evaluates the relative benefits of holding assets within these products.  Using simulation analyses, I demonstrate how to evaluate whether tax deferral benefit exceeds product expenses, and strategies for locating specific types of assets within insurance products.

Learning Objectives:
  • Understand the tax deferral benefit of life insurance and annuities
  • Evaluate strategies for locating asset classes within insurance products

Speaker(s):

  • michael finke, PhD, CFP, Professor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services
Tags: PFP
Category: Concurrent Session (Onsite and Online)

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