For over 50 years, I’ve helped people optimize assets and minimize taxes—and my favorite financial vehicle is still a properly structured, max funded Indexed Universal Life policy.
Why? Because under sections 72(e), 7702, and 101(a) of the IRS Code, it allows you to accumulate your money tax-free, access income tax-free, and transfer your wealth income-tax-free tax-free.
But it must be designed correctly—in compliance with TEFRA, DEFRA, and TAMRA. That’s how you legally squeeze down the insurance and turn it into a tax-free cash cow.
If you’re serious about long-term, tax-free growth, claim a FREE copy of The LASER Fund at laserfund.com. I’ll cover the book—you just cover shipping!
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