What Is a 7702 Plan and How Does It Work?
Understand the 7702 plan: IRS basis, how it grows, access to cash, and when Whole Life vs. IUL fits. Built for high earners who value control.
Insights for Building a Smarter, More Secure Financial Future
Where high-income professionals and families gain clarity, strategy, and long-term confidence.
*Disclaimer: Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.