F.A.Q. #11 - What Is the Capital Equivalent Value of Life Insurance in Retirement?

Updated: Oct 15, 2020


Well, that's a long title! But the question remains: What is the equivalent value of life insurance to most traditional retirement income planning?


First, let's talk about the "elephant in the room": The rates of return on all cash value policies will NOT out-pace investment equivalents. However, from a TAX perspective, life insurance is FAR more efficient.


So, let me ask you this question: