Are your clients business owners or key employees under 55 years old, that want tax deductions? Our Premier Bonus Program allows business owners to save on a tax-advantaged basis.
Historically, Americans are in a lower tax bracket than they have been in for a while. The Tax Cuts and Jobs Act has allowed businesses to take advantage of flat tax rates in several different ways.
During this webinar, we'll cover effective vs. marginal taxes and what it means for life insurance planning.
You have worked a lifetime to create financial security for yourself and your family. With proper planning it is possible for you to utilize assets that are not needed for everyday living expenses and make more efficient use of them for the benefit of future generations, while still maintaining control over these assets.
While some clients are willing to take the risk, others may be hesitant to leave a conservative approach. Luckily, there are strategies that can help mitigate risk in retirement. Join us to learn how you can use an IUL to increase retirement security.
How does cash value life insurance compare to other ways to accumulate? We explore how to compare life insurance to other ways a client can save. Once you account for the taxes in all of the alternatives you will find that those taxes are actually more than the internal expenses of a life insurance policy!
I am sure you can hear it now, I know I can, my first manager telling me, "There is never a reason purposefully create a MEC!". Was he right? We will explore the case FOR creating a Modified endowment contract. When and where they type of policy can make sense and how your client can take advantage of it.