Tax-Free Income
Planning focused on accruing cash value that can be accessed in the future as income tax-free disbursements that can be used for anything, including retirement or long-term care services.
KNOWLEDGE HUB
Resource Library
Where our experience becomes your valuable resource.
Advisor Guide
Insurance Discussion Prompts: Tax-Free Income
Insurance discussion prompts to begin a meaningful client conversation about tax-free income.
Advisor Guide
Insurance Discussion Prompts: Long-Term Planning
Insurance discussion prompts to begin a meaningful client conversation about long-term planning.
Solution Snapshot
Retirement Planning
Establish a life insurance policy for cash value accumulation and potential retirement income for a diversified portfolio.
Candidates
Solutions are not one size fits all. For every planning technique, there are determining factors that illustrate whether the technique will fit the planning for an individual or family. Outlined below are ideal candidates who might benefit from exploring Tax-Free Income solutions.
Wealth and Legacy Insights from our Team
Faqs
Frequently Asked Questions
Find answers to your questions about Heirmark's life insurance solutions, underwriting process, and advisory services.
Still have questions?
We're here to help you!
Yes, life insurance can provide an alternate income stream for retirement and does not cap the illustrated contribution amount, as long as the policy is built as a non-MEC with a corridor between the cash value and death benefit.