MetLife Sales Solutions: Supplemental Income Strategy
High income and/or net worth with discretionary cash flow and a taxable portfolio. Has a present need for life insurance death benefit protection. Is making maximum contributions to available qualified retirement plans. Has a long term investment horizon.
Concerned about death benefit protection need but also concerned about accumulating wealth for retirement. Looking for ways to invest discretionary income and taxable assets in a tax favored manner to provide death benefit protection and to potentially supplement qualified retirement plans.
Pursuant to IRS Circular 230, MetLife is providing you with the following notification: The information contained in this document is not intended (and cannot) be used by anyone to avoid IRS penalties. This document supports the promotion and marketing of insurance products. You should seek advice based on your particular circumstances from an independent tax advisor.