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| High Net Worth Clients |
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| "Providing cutting edge tax and estate planning concepts for high net worth clients." |
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High net worth clients know that regardless of the eventual outcome
concerning the "estate tax", their estates will be impacted by some form of
taxation. Capital gains taxes may replace estate taxes and there will be
significant income taxes paid on qualified plan and IRA assets.
There are a variety of advanced planning techniques for high net worth
clients that can be utilized to help maximize your client's wealth transfer
objectives. These range from pension rescue techniques, premium financing
plans, 412(i) plans, 419 plans, retained earnings rescue plans, generational IRA planning
not to mention a number of trusts and partnership arrangements that can be
employed to remove assets from one's taxable estate or to compress asset
values.
Include in your comments box which of the following area(s)
you are interested in when you register.
We will have one of our advanced planning consultants contact
you to discuss what techniques may be appropriate to assist
your clients.
Primary area(s) of interest:
- Pension Rescue. Click
here to view pension rescue sales ideas from Indianapolis Life.
(This is a large (3.8 MB) file in PDF format)
- Premium Financing Life. Click
here for more information on the ultimate tax shelter.
- Retained Earnings Rescue. Click
here to view retained earnings rescue sales ideas from
Indianapolis Life. (This is a large (5.1 MB) file in PDF
format)
- Generational IRA Plans
- 412(i) Plans
- 419 Plans
- Trusts
- Family Limited Partnerships/LLC's
Van Albanese, CLU, ChFC
TheUSBroker Representative
phone: 1-877-341-3342 (toll-free)
fax: 1-315-655-4784
valbanese@theusbroker.com
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Contracting |
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TheUSBroker provides instant access and full-service capabilities for contracting and future policy utilization. To find out more information
complete our online form and one of our agents will contact you.
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