A properly designed and implemented LIRP (Life Insurance Retirement Plan) can be a very powerful tool to help you insulate your finances against the likelihood of higher taxes in the future. If you have not already done so, we recommend reading Look Before You LIRP, by David McKnight.  This book goes into excellent detail about this strategy.

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Frequently Asked Questions

What is the difference between the Select, Bonused, and Standard allocation options?

Select index allocations include a 40% guaranteed interest rate bonus and 1% annual asset charge, Bonused index allocations include a 15% guaranteed interest rate bonus, and Standard index allocations do not include an interest bonus.

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Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.  BCM and CPCS are independent of each other.   Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.  The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. We do not provide tax advice - please seek a licensed tax  professional if you have tax questions.                                                                            © 2020 Chapman Private Client Services / CPCS All rights reserved.