Tax Planning Strategies for High-Income Earners

Offers a cost-effective way of funding permanent life insurance and accumulate wealth on a tax-advantaged basis without restricting the use of your cash flow and available capital.

Tax Planning Strategies for High-Income Earners

Immediate Financing Arrangement

Immediate Financing Arrangements (IFA) allow investors to capitalize heavily on an insurance contract by leveraging tax advantages.
Immediate Financing Arrangement
Estate Planning

Estate Planning

Estate planning for HNWI should be mindful regarding tax implications and liabilities as it involves the transfer of assets when they die, as well as a variety of other personal matters.

Insured Retirement Plan

An IRP (Insured Retirement Plan) is an IFA strategy that uses tax-exempt life insurance to be the security upon which a loan is collateralized.
Insured Retirement Plan
Planned Giving

Planned Giving

Planned giving is the process of making a significant charitable gift during a donor’s life or at death that is part of his or her financial or estate plan.
Immediate Financing Arrangement

Immediate Financing Arrangement

Immediate Financing Arrangements (IFA) allow investors to capitalize heavily on an insurance contract by leveraging tax advantages.
Estate Planning

Estate Planning

Estate planning for HNWI should be mindful regarding tax implications and liabilities as it involves the transfer of assets when they die, as well as a variety of other personal matters.
Insured Retirement Plan

Insured Retirement Plan

An IRP (Insured Retirement Plan) is an IFA strategy that uses tax-exempt life insurance to be the security upon which a loan is collateralized.
Planned Giving

Planned Giving

Planned giving is the process of making a significant charitable gift during a donor’s life or at death that is part of his or her financial or estate plan.

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