Suggestions
Whole Life Insurance Modeling for Investment, Retirement, Tax, and Estate Planning
Having the ability to model my policies I use following the “Be Your Own Banker” approach would be a game changer for me. I am leveraging my policies as collateral for loans to secure my investments and tracking the interest for tax deductions. I also plan to use these policies as a source to reduce my taxable income during retirement. Being able to simulate some of the variables here would be very beneficial.