Insured Retirement Plan

An Insured Retirement Plan combines the benefits of Key Person Insurance and a Retirement Plan.

It protects the company with the life insurance on the key person and also gives the key person the opportunity to access funds within the policy on a tax-free basis to supplement their retirement needs, or in the case of a financial emergency.

This plan can be customized depending on the needs of the business and the insured and is a great way to combine the needs of both parties with a single solution.

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