How to Use Life Insurance for Your "Smart Money"
Do you have funds set aside that you can access easily? Is this money stored where exposure to loss is limited? If so, this money is your "smart money." While there are many options where to hold this smart money, only one helps you gain generally income tax-free death benefit protection: life insurance.*
Contact your North American representative today to learn how to put your Smart Money plan in place.
*Neither North American Company for Life and Health Insurance nor its agents give legal or tax advice. Please consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements.
IRS CIRCULAR 230 NOTICE:
Any tax advice included in this written or electronic communication, including any attachments, was not intended or written to be used, and it cannot be used by you or any taxpayer for the purpose of avoiding any penalties that may be imposed on you or any other person under the Internal Revenue Code or applicable state or local tax law provisions. Although any tax advice contained herein was written to support the promotion or marketing of the transaction(s) matter(s) addressed by the advice, it cannot be used by you or any taxpayer to, promote, market or recommend to another party any transaction or matter addressed herein. Taxpayers should seek advice based on their particular circumstances from an independent tax advisor.