Advisors
How do we deal with these ever-increasing tax liabilities?
It can be difficult if the IRS has its way!
Then again, they do allow some interesting ways to defer and even eliminate taxes.
Has the market done a good job of explaining the options?
No! Why not?
Well few people want to talk about an amazing tax saving vehicle - life insurance! And if you provide the client with a privately placed policy you may well reduce your own income substantially. Added to which the clients' other advisors either don’t understand your proposal or they see it as an attack on their fee income.
So, can we really reduce income and capital taxes legitimately, while assisting growth and ensuring a tax free income is available when needed ?
Can we do it? Impossible — right?
Wrong — here’s how we do it!
Take a look at the chart which shows you how we are able to reduce income and capital taxes legitimately, while assisting growth and ensuring a tax free income is available.
Well, there are two elements used in tandem .
Premium finance, Insurance Dedicated Funds with a twist!