webinar
The Hidden Tax Benefits of Life Insurance
Apr 29, 2025, Tue | 11pm UTC
About this session
Already maxing out your tax-advantaged accounts? If so, permanent life insurance is an often-overlooked financial tool worth considering.
In this live session, we’ll explore how savvy investors and high-net-worth individuals use life insurance to not only safeguard their legacy but also build tax-advantaged wealth they can access during their lifetimes.
In this session, you’ll learn:
How permanent life insurance works—including its tax advantages
Why it can be powerful for high-income earners in high tax states
What type of life insurance could best suit your financial goals
Life insurance isn’t always the most exciting topic, but at Arta we believe it can be one of the most dynamic assets in your financial strategy. Join us to discover how it works and if it could be right for you.
DISCLOSURE: The investments discussed herein may be unsuitable for investors depending on their specific investment objectives as well as financial and tax position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances before deciding to invest with Arta Finance. There is no guarantee that the strategies and services offered by Arta Finance will be successful or outperform other strategies and services. Investors should seek the advice of a tax professional before making any investment. All opinions expressed herein constitute the author or quoted individual(s)’s judgment as of the date of this document and are subject to change without notice. Registration with the Securities and Exchange Commission (SEC) as a registered investment adviser does not imply a certain level of skill or training.
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