“Borrowing From Permanent Life Insurance Policies” White Paper
Includes: Downloadable PDF file
SKU RSKBORROWINGFROMLIWP25
$35.00
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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.
WHAT’S INCLUDED?
- 3-Page White Paper
- Downloadable Adobe® PDF file
- Published February 2025
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