Wmplainc - Wealth Management Firm Los Angeles

Investors frequently reach out to us for fresh ideas in investing. When you say the word, “Insurance,” some people may roll their eyes, check their watch or find their attention going elsewhere. However, what most people may not know is that there are ways to leverage life insurance not for the death benefit, which you do get, but to take advantage of the tax code, specifically article 7702, where you can grow assets tax deferred over time. When you are ready, you can take it out of the account by loaning yourself the money. Because it is considered

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