Life Insurance Case Study

Prepared by Lion Street

In this case study, a life insurance policy’s rate of return is compared to a taxable investment’s return.  An additional comparison is made with the policy being owned by an irrevocable trust.

In the right situation, life insurance can help our clients’ income and legacy plans be Tax Savvy, Income Maximized and Risk Managed.

Please view this Lion Street PDF one-pager on tax-equivalent returns.

Case Study Lion Street

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