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How to Craft 'Super Roths' for Wealthy Clients

Michael Finke
March 16, 2022
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The historical split in advisor identity between insurance agents and investment advisors, arising from differences in regulation and compensation, created a wedge that often obscures the benefits of cash value life insurance as a product structure. These benefits can be significant for high-net-worth clients who have exhausted tax-sheltered savings opportunities and expect to transfer a large share of wealth to others.

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