Life insurance policies are unique and depend on your personal and financial needs. As your life changes, your life insurance should evolve. Getting married, having a baby, purchasing your first home, starting a business, or retiring all warrant a review of your life insurance policy.
Atlas Benefits can help you weigh your life insurance options.
The choices can be overwhelming for the average person, and it's our goal to make the decision easier. We'll look at different insurance companies and coverage types and help you determine the best fit for your current situation.
What if you could use the magic of compound interest for decades (i.e., a child policy), yet never pay taxes above basis because you take distributions as a loan?
It is not deemed as income, is not subject to required minimum distributions, and will not affect taxation on social security if in a life insurance policy. Death benefits are tax-free as well.
As a parent or grandparent, you can leave a legacy by using the magic of compound interest
"Roy is the man if you need health insurance or questions answered this is where to go. Will recommend him to absolutely anyone. Thank you!"
Nicco Lightfoot, FL