Innovative policy targets wealthy clients
NEW YORK — Advisers with clients who need life insurance for tax minimization and wealth transfer may want to consider a new policy geared to that market.
NEW YORK — Advisers with clients who need life insurance for tax minimization and wealth transfer may want to consider a new policy geared to that market.
The policy — which combines the tax-free death benefits of life insurance with the tax-deferred growth of annuities — was anno
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