Physicians' Lifetime Income Plan
The Physicians' Lifetime Income Plan is an individually owned retirement income plan that does not include the limitations and exclusions that are typical of qualified savings tools and other taxable accounts.
The plan helps physicians mitigate the gap between their projected need for retirement funds and what they can expect to receive from their qualified plans. It uses corporate-owned life insurance to create death benefit protection as well as the potential to accumulate cash value. This income strategy can help physicians enhance their accumulation and distribution of supplemental retirement funds in a tax-advantaged manner.
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