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Modified Endowment Contracts:
Setting Up Your Personal Pot of Gold
Many people aren’t familiar with MECs because they weren’t designed as a “product,” strictly speaking. A MEC describes a life insurance policy that has exceeded federal tax law limits and no longer qualifies for some of the tax advantages the IRS provides for non-MEC life insurance policies. An even shorter description: a MEC is an over-funded life insurance policy.
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Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state
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