Insurance industry update — February 2013

By Steve Savant

Ash Brokerage Corporation

In November, Steve and Eric addressed the CPA east coast regional meeting. It featured four hours of insurance product application in various planning scenarios. The tax advantaged session drew the most attention and questions. It was a revelation to observe the interest in tax free income using a TAMRA compliant life insurance contract, especially in tandem with Social Security benefits. Steve and Eric redo their presentation in a cliff note version for the show.