davidmacchiablog.com

Is what I’m about to describe the next great life insurance sales opportunity? Is it possible to successfully market a life insurance policy designed to act as a personal defined benefit plan? Will individuals for whom limitations on retirement plan contributions make it impossible to fund adequate retirement incomes flock to a life insurance [...]

Twenty years ago I was consumed with developing marketing programs that had as their basis the generation of retirement income derived from universal life insurance. My interest in creating ‘private pensions” was ignited following the passage of the Tax Reform Act of 1986, a piece of legislation which, among other things, removed the tax-deductibility [...]