Break the Cycle of Income Taxation: An Alternative to Cash on the Balance Sheet

This workshop focuses on customizing Permanent Cash Value Whole Life Insurance policies to store a portion of your retained earnings while deferring income tax on the growth of those funds and having tax-free access to the cash value. Sometimes this strategy is called a “Richman’s Roth” but is not restricted to retirement. Whether you keep $50,000 or $5,000,000 on your business balance sheet, this concept can be one of your business toolbox’s most powerful financial tools. Please note: this webinar will not be recorded. Attendance is required.  A SCORE webinar.