Retirement BRAIN

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Disclaimer

This presentation is a general discussion of the topic presented, based on our current understanding of applicable tax laws, regulations, and rulings. This information and presentation in no way should be interpreted as investment or tax advice. In actual practice, the transactions discussed may be more complex and will require the attention and expertise of professional tax and legal advisors. In order to comply with certain U.S. Treasury regulations, please be advised of the following: unless expressly stated otherwise, any reference to U.S. Federal tax information contained in these materials, including any attachments, is not intended or written to be used, and cannot be used, by any person for the purpose of avoiding any penalties that may be imposed by the Internal Revenue Service. Values and benefits are not guaranteed unless stated as guaranteed on illustrations. Examples are used to illustrate the potential benefits of indexed universal life insurance / IRS SEC. 7702 & 72(e). Portions of this presentation are based on NAIC compliant life insurance illustrations which must be present during the presentation and fully reviewed for additional disclosures.

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