So, the real question becomes this: Where can a family find financial relief, protection, and tax advantages all in one place? The Answer: You should consider using the government’s Tax Codes: TEFRA, DEFRA, and TAMRA, 7702. A professional life insurance consultant can help you properly design a permanent life insurance policy that is not just about death benefits. It’s about providing these living benefits to a family: Tax-free income when it’s needed most Liquidity and access to cash value without penalties or fees Financial certainty in a world of constant taxes and economic uncertainty Legacy protection for children and grandchildren That is why life insurance professionals stand apart from all other financial advisors. While others can only calculate, plan, or give condolences, the life insurance professional can deliver actual financial
certainty—when it matters most. The Battle for Our Money Money! Money! Money!
Money is a routine part of everyday life. We use it, spend it, and save it— often without thinking about where it comes from or why it seems to lose value year after year. As the Federal Reserve Bank of Chicago once stated: “Money is a routine part of everyday living, and its existence and acceptance ordinarily are taken for granted. As our money sense that money must come into being either automatically because of economic activity or as an outgrowth of some government operation. But just how this happens all too often remains a mystery.” For most Americans, it is a mystery. Many watch helplessly as their purchasing power dwindles, while others hope the government will step in to provide security for them and their families. But relying on Washington to solve our personal financial struggles is a dangerous bet.
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