Whole Life Insurance
Life Insurance Retirement Plan, under Internal Revenue Code Section 7702
Funded with: Whole Life Insurance
- Guaranteed Premiums
- Guaranteed Cash Values
- Guaranteed Death Benefits
- Participating Whole Life Insurance Policy - Pays annual dividends, either a portfolio yield or new money rate, declared annually by the insurance company, based on the investment returns in the insurance company’s general account.*
- Interest Sensitive Whole Life Insurance Policy- Pays excess interest monthly, either a portfolio yield or new money rate, declared as often as monthly by the insurance company, based on the returns in the insurance company’s general account.*
The Sizzle: Guaranteed cash value growth, no matter what happens to the market, regardless of what prevailing interest rates are.
NOTE: Dividends are NOT guaranteed.
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*There are non-participating, no excess interest, whole life policies that are suitable death benefit products, but may not be suitable as a retirement supplement.