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Maximize your Wealth by Minimizing Your Taxes

Keep You Cottage Preserve Your Wealth Provide a Legacy Lower Your Tax Bill
Customized Insurance Protect Your Savings Loan Into Income Minimize Taxes
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Maximize your Wealth by Minimizing Your Taxes

Do you have a substantial amount of money sitting in non-registered investments? If so, each year taxes owing on the growth of that money reduces the return on that investment by as much as 50%. Over the long-term, that can translate into tens of thousands of dollars unnecessarily lost to taxes. How do you protect your hard-earned money? It’s easy. A Universal Life policy with a Minimized death benefit will allow you to defer taxes on your non-registered assets, and take full advantage of long-term compound growth.

When you select the Minimized death benefit, the minimum amount of insurance needed to keep the policy tax exempt is automatically calculated. This means that you are paying the minimum amount of insurance charges monthly, allowing the remainder to grow tax-deferred within your policy.

The Minimized death benefit can be used with a retirement income maximize strategy to help you increase your retirement income. Or, if you do not require the tax-deferred fund accumulation in the policy, you can name a beneficiary, who will receive the death benefit tax-free.

Whichever way you use the Minimized death benefit, the tax-deferred growth in Universal Life can increase your wealth. For a free Universal Life projection to see how the Minimized death benefit can benefit your financial situation, please give us a call.

Free Insurnce quotes over the PhoneIf you have any questions about the Minimized death benefit, or about financial planning in general, give us a call at 1-877-628-6762 and I’ll be happy to help you out.

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