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How Can Advisors Make the Most of Life Insurance Living Benefits
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Subscribe26 MAY 2025 / EXPERT INSIGHTS
Henry Montag, a content contributor with over 38 years of experience as an independent CFP practitioner, discusses the unappreciated benefits of treating life insurance as an Asset Class. Montag highlights the underutilized living benefits of tax-deferred cash accumulation with tax-free distributions, tax-free long-term care payouts from the death benefit, and life settlements that convert unwanted policy premiums into large cash payments.
Life insurance usually gets put in the “break-glass-in-case-of-emergency” category. It’s the financial version of a fire extinguisher—everyone’s glad it’s there, but nobody’s really excited about it. But here’s the kicker: there’s way more to it than just...
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