Maximize Wealth Transfer
June 24, 2009 - Back to Deck's Page
Maximize Wealth Transfer
One of the best sales opportunities in today’s environment, is converting an older variable or fixed deferred annuity into tax free inheritance, by utilizing life insurance. This can be accomplished with both non-qualified and qualified funds. The ability to leverage wealth when income, as well as estate taxation, is taken into consideration, is a fantastic financial concept. The leveraging of inheritance works well, even to age 85. The key is to find the proper asset that will allow your clients to take advantage of purchasing life insurance, with current annuity or IRA dollars. In order to receive a quotation, please contact Justin Hein at 800-732-1489 x222 or Justin.hein@insourcemg.com
Deck McCormick
CEO
InSource Inc.