The Basics of Whole Life

Life insurance is a valuable way to protect your family, business, legacy, and charitable contributions.  One lesser known way that life insurance can work for you is as a safe asset that supplements your retirement, in addition to the death benefit it provides.  The cash value that accumulates over time can be withdrawn 100% tax-free!  This unique asset gives you the flexibility to file in a lower tax bracket when you are on a fixed income!  Contact me to learn more about how Whole Life can become a part of your portfolio1.

An Alternative to Buying Term & Investing the Rest

Historical New York Life Dividend

Whole Life Brochure

Wheel of Benefits

Cost of a Dollar

Whole Life Investment Philosophy

Q & A with Tony Malloy

1Accessing cash value will reduce the available cash surrender value and death benefit.