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Developing a life insurance strategy today will help you efficiently transfer guaranteed, tax-free cash along to your heirs in the future. But life insurance can also be considered an asset and an investment alternative.
Life insurance policies that generate tax-free cash in the future. You can access the money inside your life insurance policy. Policies that have been in force for many years can be borrowed against, creating a tax-free stream of income that can be used for retirement, paying college costs, or anything else you need the cash for. BNJA can help you navigate the IRS guidelines to use those dollars tax-free.
Rightsizing for Retirement
Estimate Your RMD
Split Annuity Strategy