Overview

Would like to partner with existing financial advisors - primary focus is on "leveraged" pre-tax executive bonus / deferred comp with tax-free access for life. This plan allows tax-free access for life at retirement and all remaining assets at death go to heirs (named beneficiaries).

This plan includes pre-arranged 3X match funding from a consortium of lenders (National / Regional banks) using a cost formula of LIBOR + 1.75% margin - currently 2.14% / yr. (November, 2021. This funding dictates a 5-year funding period of level contributions by the participant or employer.

The pre-tax plan is only available to "separate entity" employees (C Corp, Charitable Org., LLC taxed as a C Corp). All others are pass-through entities and allow after-tax contributions only.

Market
Insurance
Member Level
Basic
Last Activity
6 months or more
Listing Age
169 days old

Business Data

Blurred Charts

Life Insurance Business

Blurred Blurred

Health Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Auto Insurance Business

Blurred

Home Insurance Business

Blurred Blurred

Commercial Insurance Business

Blurred Blurred Blurred

Other Insurance Business

Blurred Blurred

Agency Management System

Blurred Blurred Blurred Blurred Blurred

Loading...