“Borrowing From Permanent Life Insurance Policies” White Paper

Unlocking Tax-Advantaged Liquidity: Borrowing from Permanent Life Insurance

In this focused 3-page white paper, nationally renowned tax advisor Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) examines the strategy of borrowing against permanent life insurance policies to access tax-efficient liquidity. Learn how this technique can support wealth planning, enhance retirement income strategies, and avoid triggering taxable events—while keeping policies intact for long-term goals.