Okay, this is really simple. Your client takes the money and uses it as a life insurance premium. By doing this, they establish an immediate tax free estate due to the tax free benefit of a life insurance death benefit. If they are married, they each buy one. No exams, no fluids and quick issue. But, this is NOT an impaired risk case. But, if your client is in “average shape” for a 72 year old… we’ve got you covered. And, it is also a way to cover some of the losses they may have had during this market turndown.
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