Comparing Tax Benefits Between Products

[Steve Savant]

It may sound like financial heresy to use a modified endowment life insurance contract and worse still to annuitize it. But low effective tax bracket rates may prove this strategy as a legitimate option with annuities. The annuitzation of some MEC contracts are being spread-sheeted against SPIAs and DIAs because they’re generating competitive income streams. Nationally recognized product taxation expert Ken Davis, CLU, ChFC, CFP, CPA is interviewed on Let's Get Down to Business.

Comparing tax benefits between products | Tax Investment Strategies - YouTube