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How to Craft 'Super Roths' for Wealthy Clients

DPL Financial Partners
March 16, 2022

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.

DPL


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