Tax Alchemy
How to Leverage Life Insurance for Tax-Free Growth
Join Karlton Dennis for an educational conversation about how certain permanent life insurance policies may be used as part of a long-term financial strategy.
DATE
Saturday, August 15
TIME
9am PT | 10am MT | 11am CT | 12pm ET
LOCATION
Live on Zoom
What We're Covering Live
In this FREE training, you'll learn:
How cash-value life insurance works
Ways policyholders may access cash value through withdrawals and policy loans
How the death benefit can support family, legacy, and estate-planning goals
Important costs, risks, limitations, and eligibility considerations
How policy value may grow on a tax-deferred basis
How life insurance can supplement other retirement-income strategies
The differences between term life and permanent life insurance
Questions to ask before deciding whether this strategy is appropriate
Secure Your Seat
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Who Should Attend
This is for you!
Business owners
High-income professionals
Parents interested in legacy planning
Entrepreneurs
Individuals preparing for retirement
Anyone looking to understand additional tax-advantaged financial strategies
YOUR HOST
Kyle Baska, EA
Karlton Dennis is a licensed Enrolled Agent and tax strategist for high-income earners, and founder of Tax Alchemy Advisors, where he leads a team of 25 tax professionals. He's a Forbes Business Council member with more than 50 published articles, and an active syndication, multi-family, and short-term rental investor.
With over 1 million subscribers across social media and more than $100 million in combined tax savings delivered for clients, Karlton has become the go-to voice for high-income earners who refuse to overpay the IRS.
Reserve Your Spot for Saturday
This training is free. It's live. And it could be the most valuable 60 minutes you spend this year.
Learn whether cash-value life insurance could fit into your broader financial plan.
Reserve your spot now before it fills up.