How to Super-Charge Your Tax-Free Planning Approach with Cash Value Life Insurance and Annuities

David McKnight

This session of NAIFA Live will be broadcast from Apex at the Arizona Biltmore. Please note the adjusted start time of the September session.

Our retirement planning prospects are facing a crisis. They’re living longer than ever before, and many experts are now predicting that tax rates will have to double in the next ten years or we go broke as a nation. The harsh reality is that no matter how much our prospects save, they are likely to outlive their money or watch it be taxed into oblivion. In this presentation, David McKnight demonstrates how a combination of both cash value life insurance and annuities can help shield our prospects' assets from the impact of higher taxes and guarantee that their assets will last as long as they do. He also shows how the best approach to tax-free retirement is a balanced, comprehensive strategy that takes advantage of every nook and cranny in the IRS tax code.

About the Presenter

David McKnight

David McKnight graduated from Brigham Young University with Honors in 1997. He has been featured in Forbes, USA Today, The New York Times, Fox Business, Bloomberg Radio, MarketWatch, CBS Radio, CNBC, Yahoo Finance, Nasdaq.com, Reuters, Investor’s Business Daily, Kiplinger’s and numerous other national publications. David was a Focus Speaker at the worldwide annual meeting of MDRT in Toronto, Canada and is a multiple Top of the Table qualifier. His bestselling book The Power of Zero has sold over 400,000 copies and the updated and revised version was published by Penguin Random House in 2018. This book was recently made into a full-length documentary film entitled The Power of Zero: The Tax Train Is Coming. When his follow-up book Tax-Free Income for Life launched in November of 2020, it finished the week as the #3 most-sold business book in the world. He and his wife Felice have seven children.