Investments You’ve made investments your whole life. Work with us to help make the most of them. Share | Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Content 3 Ways to Save Without Tax Deferral Tax deferral versus tax-efficient vehicles like Roth 4019k)s, Roth IRAs and Life Insurance. Variable Universal Life Insurance Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested. Be My Beneficiary Financial planning for couples.