Nov 18, 2017
The purpose of this post is not to make any kind of political statement. We are not trying to say one side is right or one side is wrong. The purpose of this post is to simply show mathematically something that politicians should understand. More importantly, you as a financial professional should understand this because the impact of taxation on our wealth is significant – significant enough that positioning our money in a tax-advantaged situation is one of the most competitive advantages possessed by whole life insurance.