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By Scott Strait on March 8, 2017

Variable universal life insurance establishes a tax-free investment environment, at a very low cost, where there are a number of investment alternatives. For the variable universal life products offered through RetireOne, the investment advisor manages the assets in the insurance policy.

  • Tax deferred growth of cash surrender values while a policy is in force
  • FIFO withdrawal status on premiums paid into the contract
  • Income tax free policy loans from policies that are not Modified Endowment Contracts
  • Income tax free death benefits (may be subject to estate tax if policy is owned by the insured)

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1Variable annuities available on the RetireOne platform do not assess surrender penalties. Because fixed indexed annuities on the platform charge no fees, contingent deferred sales charges (surrender penalties) may be assessed if the money is withdrawn from the policy during the surrender period.

Insurance policies are sold by Aria Retirement Solutions, Inc. doing business in California as Aria Insurance Solutions, Inc. (San Francisco, CA), a licensed insurance agency (CA License #0H44773). Aria distributes certain insurance and variable annuity contracts that are issued by insurance companies not affiliated with Aria. Insurance policies may not be available in all states. Information on this site may not yet be approved by the Departments of Insurance for use in all states.
Securities Offered through Portsmouth Financial Services, Member FINRA/SIPC, registered in all 50 states.

Check the background of Portsmouth Financial Services on FINRA’s BrokerCheck

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