Your clients need a diverse set of financial tools to help maximize their assets and minimize their taxes. Our "Life Insurance as a Financial Tool" (LIFT) campaign shows clients how permanent life insurance can help protect their family, provide supplemental retirement income and efficiently pass on their estate.
Are you a financial professional?Yes, I certify I am a financial professional No, I am a consumer
Life insurance products contain fees, such as mortality and expense charges, and may contain restrictions, such as surrender charges. One can lose money in these products. Guarantees are based on the claims-paying ability of the issuing insurance company.
This information is a general discussion of the relevant federal tax laws provided to promote ideas that may benefit a taxpayer. It is not intended for, nor can it be used by any taxpayer for the purpose of avoiding federal tax penalties. Taxpayers should seek the advice of their own advisors regarding any tax and legal issues specific to their situation.
All Insurance products and agreements may not be available in all states. You should ask your financial professional for details.
Securian Financial Group, Inc.
400 Robert Street North, St. Paul, MN 55101-2098
© 2016 Securian Financial Group, Inc. All rights reserved.