Call Us: 480-970-5663

Life insurance as an investment tool.

Posted by | September 05, 2013 | life insurance, tax strategies | One Comment

With the uncertainty in the market these days and the ever looming threat of increased taxes, many investors are looking for alternative strategies to grow wealth.  Strategies that can provide protection from market downturns without sacrificing growth and strategies that can provide tax free income streams during retirement. For high income earners, the tax free strategy has a particular appeal.

For a number of years now, life insurance has been one of the fastest growing alternative asset where investors can  have protection and create tax-free income.   However, a quick search on the internet will show differing opinions on whether or not life insurance is a good place to grow wealth. 

In reality, the strategy is well established and proven.  I have been using these strategies with clients for over a decade and it is interesting to see many former critics of using life insurance as a way to grow wealth now offering the strategies to their clients.

I recently sat down with Retirement News to discuss some of the pro’s and con’s of using life insurance to grow wealth and tax free income streams.

Life Insurance as an Investment Tool with Retirement Planner Denver Nowicz of Scottsdale, Arizona.

Denver Nowicz

About Denver Nowicz

Denver Nowicz is an independent financial services professional. He is the founder of Equity4Profit and Wealth For Life Financial Solutions. Over the last 12 years, Denver has successfully developed and implemented comprehensive wealth building retirement plans for individuals and businesses of all sizes. For over seven years he has hosted the “Get Wealthy Arizona” radio show featured throughout Arizona.

One Comment

  • ben says:

    This sounds good but how does it help the non rich person like me?
    What if i had 500 to 1000 available to spend on Life insurance a year. What kind of plan could i get?

Leave a Reply

Your email address will not be published.