Leveraging Life Insurance for Tax-Free Retirement

Tom Love

In this presentation, we'll explore how life insurance policies can be a powerful tool in creating tax-free cash flow for clients during retirement. We'll dive into advanced strategies like utilizing life insurance loans. By using assets as collateral, clients can access funds without selling investments or disrupting long-term growth plans. Join us to learn how you can help clients make informed decisions and achieve secure, flexible retirements, with life insurance and collateral-based strategies as key components that:

1. are not subject to political influence

2. are not subject to stock market volatility

3. are Guaranteed to grow in value

4. will not show up on an income tax return

About the Presenter

Tom Love

Tom Love, CEO and financial coach with 47 years of experience, is a two-time MDRT speaker and founder of The Breakaway League. His mission is to educate advisors on leveraging the tax code to build wealth. Starting his career at Mutual of New York and later leading sales at Ohio National, Tom now has over $3 billion in client assets. Based in Nashville, TN, he’s also an accomplished author and mentor, passionate about sharing his insights through his book Turning Clients into Advocates, The Life Insurance Owner’s Manual, and numerous speaking engagements.