Your free report is being prepared

7702 insurance is a hybrid between life insurance and a retirement savings product. Like most life insurance products, it pays a set benefit when you die, but in this case also provides living benefits including Terminal Illness, Chronic Illness, Critical Illness and Critical Injury. Along the way, it also builds up cash value at a better accumulation rate than a typical annuity.  The income from a 7702 policy is also income tax free, whereas annuity and pension income is taxable.

SERVICE REQUEST: 7702 Comparison
DOCUMENTS: Comparison Report

Select from other TDS services that are right for you

STRS/PERS REPORT

Get a report on your State Retirement and Pension

Let us explain your options.

INCOME GAP

Your STATE PENSION may not match your salary. Do you have a GAP?

Request your income Retirement Gap Analysis today

AUDIT REPORT

Receive an AUDIT REPORT of 403(b)/457(b) contributions.

Find out if you're achieving your goal

MORTGAGE

You may be eligible for thousands of dollars in funding assistance.

Find out how to qualify for CalHFA.

Get a report on your state Retirement and Pension.

Let us explain your option.

Your STATE PENSION may not match your salary. Do you have a GAP?

Request your income Retirement Gap Analysis today

Receive an AUDIT REPORT of 403b/457 contributions.

Find out if your achieving your goal

Are you getting the best mortgage rate available.

Let us help you get the best mortgage rate

Tax Deferred Solutions (TDS) is the oldest and largest provider of Public School Employee Benefit Plans in the State of California. TDS has been serving over 500,000 STRS, PERS and Union Members since 1978. TDS is regarded as one of the most reliable and successful plan administrators in the country.