Elizabeth MacGowan – Walker vs. LSW

Elizabeth MacGowan – Walker v LSW

• Elizabeth MacGowan – Vice President and Chief Life Product Officer at National Life
• DOC 264 – DECLARATION of Elizabeth MacGowan – Walker v LSW

IUL as Retirement Income

• Q Would you agree that a policyholder can use an IUL policy through the use of loans and withdrawals to obtain tax-free retirement income?
• A I do.
• Q Is that fair to say?
• A It’s one of the reasons, yes.
• Q One of the principal reasons was what you said in your deposition; right?
• A Sure. A cash value life insurance, one of the principal reasons.

MacGowan – Snippets – DOC 810 – Trial Transcript – Day 7 – Walker v LSW – 260p