| universal life insurance
The Plan
Universal life insurance provides the protection of life insurance with the benefits of tax-deferred
investing.
Benefits of Universal Life Insurance:
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Choose from a wide range of investment options for tax-advantaged investing according to your personal
risk-tolerance level |
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Realize returns that may be far more significant than traditional savings vehicles because the account value of
your policy grows on a tax-deferred basis |
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Earn bonus interest on amounts invested in your universal life insurance policy |
The Advantage of Universal Life Insurance
McNally Financial and Insurance Group offers universal life insurance that combines customized, guaranteed
insurance protection with tax-sheltered savings. You decide on the amount of insurance coverage, premium deposits, and
the premium payment period, and you control the investment fund portion of your policy.
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| What can you use your Universal Life Insurance Policy for? |
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retirement and estate planning |
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tax deferral |
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funding partnership/shareholder Buy-Sell Agreements |
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executive compensation plans |
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Please contact Peter McNally, Certified Financial Planner at McNally Financial and Insurance Group to find out if a universal life insurance policy is right for you.
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