This post is intended for financial professional use only.
Taxes are an inevitable and ever-changing area of public policy. Changes in administrations at the federal level set the tone based on domestic agendas, monetary considerations, and fiscal programs. As the current situation indicates a tilt to higher taxes on income and capital gains, high-income earners will be the most impacted. Premium financing is a strategy that could particularly benefit high-net-worth clients. We typically see 3 types of premium finance cases at LifePro, with the most common one being the 3-to-1 leverage.
In this episode of Money Script Monday, Sal will explain how a properly structured premium finance plan can lead to a potential 45% increase in retirement income.
Resources Provided for This Episode
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