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Benefit Exchange At A Glance

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Allows an executive to exchange “surplus” retirement income for life insurance benefits.

Avoids income, estate and gift tax.

Dramatically increases the value of the assets to be received by the executives family.

Allows a company to customize and individualize benefits for its top executives with no additional costs.

Reproduced from National Underwriter Life & Health/Financial Services Edition, March 4, 2002. Copyright 2002 by The National Underwriter Company in the serial publication. All rights reserved.Copyright in this article as an independent work may be held by the author.

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