The Truth About Tax Free Growth in Life Insurance

You’ve probably heard the phrase “tax-free growth” inside life insurance. That’s only half true.

When designed correctly, a properly structured whole life policy can give you tax-free access and tax-free death benefits but it has to be done right.

It grows tax-deferred and you access the money tax-free via policy loans / withdrawal of your basis.
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ABOUT THE HIDDEN RESERVE

Chris Zerafa is the Founder of The Hidden Reserve, a financial services company dedicated to providing families and business owners with financial strategies that are rooted in guarantees, not guesswork.

Chris educates clients on how to leverage cash value insurance and guaranteed annuities to create a more secure, predictable financial future.

Enhance your financial portfolio with guaranteed growth, guaranteed income & tax-free use of money, giving you the peace of mind knowing your wealth is protected and growing.

Key Areas of Expertise:
​• High Cash Value Insurance (Infinite Banking)
​• Guaranteed Retirement Income through Annuities
​• Wealth Transfer with Life Insurance
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DISCLAIMER

Everything in this video is meant to educate, not to serve as specific financial guidance for your situation.
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