TITLE

When Life Insurance Is an Investment

AUTHOR(S)
Katt, Peter C.
PUB. DATE
July 2011
SOURCE
Journal of Financial Planning;Jul2011, Vol. 24 Issue 7, p32
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article analyzes the use of purchasing life insurance as an investment in the U.S. It examines the potential result of an investment by a successful businessman named John in purchasing a life insurance for the dual purpose of possible tax-free withdrawal of cash values and estate wealth transfer. The author believes that the secret of such investment is by utilizing minimum death benefits in order to enhance the cash values and long-term death benefits. Also, it notes that the other use of life insurance as an investment is when fixed insurance is a component of needed family protection life insurance.
ACCESSION #
62826775

 

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