Please join us for an educational webinar on Wednesday, October 11th at 4 pm EST hosted by Dominic Serio and Worthington Financial Partners. Please click "REGISTER".

The topic will cover Life Insurance with Living Benefits & Tax-Free Retirement.

Dominic will discuss the importance of planning for retirement, tax implications, and protecting yourself and loved ones. 

The use of cash value life insurance to provide a tax-free resource for retirement assumes that there is first a need for the death benefit protection. Policy loans and withdrawals reduce the policy’s cash value and death benefit and may result in a taxable event. Withdrawals up to the basis paid into the contract and loans thereafter will not create an immediate taxable event, but substantial tax ramifications could result upon contract lapse or surrender. Surrender charges may reduce the policy's cash value in early years.

Riders are supplemental benefits that can be added to a life insurance policy and are not suitable unless you also have a need for life insurance. Riders are optional, may require additional premium and may not be available in all states or on all products. This is not a solicitation of any specific insurance policy.