Multi-Benefit Insurance is a single-premium life insurance policy that provides tax-advantaged benefits to both the insured and their heirs. It includes:
- 100% Principal guaranteed with access to the principal
- Premiums will never increase – no on-going premiums
- Death benefit creates an increased tax-free value to heirs
- Cash Value grows tax deferred and transfers to heirs tax free
- Withdrawals that are used for qualified long term care expenses are tax free
- Income tax-free death benefits for beneficiaries
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Not FDIC-insured Not insured by any federal government agency Not a deposit No bank guarantee