Batter Up: 7702 Planning and Lifetime Income in Retirement

Gameplan Details:
Date: Thursday, Oct 30th
Time: 10:00 am – 12:00 pm (Lunch will be provided)
Location: Fargo, ND

Coaching Staff:

Scouting Report: Each position on a baseball team has a unique skillset. Pitcher, Catcher, Infield, Outfield… They each have their job during a game. The same is true when it comes to income planning in retirement. Learn about a player that sometimes goes overlooked in retirement income planning – Section 7702, Cash Value Life Insurance.

Many people know about 401(k) and 403(b) plans that offer tax-deferred accumulation, and distributions are taxable. What about using the benefits inside section 7702 of the Internal Revenue Code and seeing how life insurance can provide tax-free income when done properly.

Come and play ball on October 30^th with our power lineup, talking about using life insurance as an additional income source in retirement, and learn how North American has a homerun hitter that you can put in your lineup to offer guaranteed lifetime income with the tax benefits under section 7702!

Coaches:

Steve Walker, E4 Insurance Services

Lori Salmon and AJ Stafslien, North American

REGISTER HERE