How comparing tax benefits between products is a major consumer feature Blog added by Steve Savant on April 16, 2014
Steve Savant

Steve Savant

Scottsdale , AZ

Joined: January 28, 2005

My Company

It may sound like financial heresy to use a modified endowment life insurance contract — and worse, annuitize it. But effective tax bracket rates may prove this strategy as a better income over the life of the insured. Now annuitzation of MEC contracts are now being spread-sheeted against SPIAs and DIAs because some carriers appear to be more benevolent with mortality credits on life insurance than their own annuities. Nationally recognized product taxation expert Ken Davis, CLU, ChFC, CFP, CPA is interviewed in this video blog.

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