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It is not deemed as income, is not subject to required minimum distributions, and will not affect taxation on social security if in a life insurance policy. Death benefits are tax-free as well.
As a parent or grandparent, you can leave a legacy by using the magic of compound interest.

Financial Services and Life Insurance Business
Retirement
- Tax-Free Retirement Accounts
- 401(K) Rollovers
- Retirement Income Planning
- IRA Rollovers
- Indexed Universal Life
- Fixed Indexed Annuities
- Roth IRA
Life Insurance
- Term
- Permanent
- Child Asset Builder
- Business Owners
- Employee Benefits
- Executive Benefits
Business & Estate
- Business Succession Planning
- Buy Sell Agreement Funding
- Key Person Retention
- Preparing for Retirement
- Estate Equalization
- Deferred Compensation
What kind of financial example are you setting?
What is your life telling your children about money? Never underestimate the strength, good or bad, of your example, of your courage to demonstrate what life can be when you make wise financial decisions and live within your means. Just as an inheritance is a financial legacy, so , too, is your example. No matter where they go or what they do in life, your children and grandchildren will carry this legacy forward.