The Role of Cash Value Life Insurance in Tax Diversification

Estate Taxes can certainly have a profound and negative impact on wealth, but this effect can be mitigated by more efficiently growing and preserving capital over ones’ lifetime through diversification techniques. These techniques should not be limited to diversification of asset classes in a portfolio to support capital growth but also consider tax diversification to prevent the erosion of capital.

Our latest white paper discusses this topic and can be downloaded below.

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