Unique Concepts for High-Net-Worth Clients
Published: May 23, 2022
Tracking Code: 40079
Business Line: Life Insurance
Category: Tax Diversification

Discover four strategies to reposition money for ultra-wealthy clients. From classic leverage through premium financing or unique tax credits, to using BOLI or an innovative 1035 exchange with our No-Load IUL, you can capture more corporate AUM and keep the IRS out.

Share
Free Download