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Hedging Taxes, the Market and Even Time Itself

Surveys of retired clients show that the number one financial surprise about retirement is not healthcare, or even the price of golf. The number one financial surprise is taxes. We will discuss the current tax laws and why clients are surprised when they retire. We will also discuss how a properly structured life insurance policy can help clients at retirement hedge taxes, hedge the market and even hedge time itself.

0420 INDS20-9486-A 0421

All guarantees subject to the claims-paying ability of the issuing carrier.
For Insurance Professional Use Only. Not intended for use in solicitation of sales to the public. Not intended to recommend the use of any product or strategy for any particular client or class of clients. For use with non-registered products only. Crump operates under the license of Crump Life Insurance Services, Inc., AR license #100103477. Products and programs offered through Crump are not approved for use in all states.  

Copyright © 2020 Crump Life Insurance Services, Inc.