Strategies

Our Strategies geared towards your success

Our Strategies

We have designed the specific Strategies to help advisors achieve financial success by offering their clients a variety of different solutions.

With proper planning, it is possible for older generations 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. Learn how with our Insured Family Legacy!

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Leverage-Deferred

The Leveraged Deferred Compensation Strategy (LDCS) utilizes an Indexed Universal Life (IUL) contract offered by a top-tier insurance company domiciled in the United States. In addition to a permanent death benefit, this strategy leverages loans from the policy’s cash value to provide tax-free income in retirement.

 

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Life insurance has many uses; however it’s primary purpose is to provide financially for a family in the event of death. Your clients have a variety of options when it comes to planning for your family’s future. In this article, we discuss the potential advantages and drawbacks of the most common strategies.

 

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Boss-Strategy

If you are a business owner looking for ways to reward yourself or key employees with a tax-advantaged retirement program, Business Owner Succession Strategy or B.O.S.S is a program worth considering. It is a non-qualified benefit plan for business owners and key employees. Learn how by reading the article below.

 

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Executive-Bonus

Benefit plans are often the leveraging tool that makes the difference and puts you ahead of the competition. As you consider the many options available, expand your thinking to be certain you are also rewarding yourself in the process, consider the executive bonus.

 

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