ADVANCED INSURANCE PLANNING
Insurance
Ideas that you may not
get anywhere else!
Fountain Professional Group
differentiates itself from their competitors in the insurance and annuity
products, design, and underwriting of these products.
Here are other needs that life insurance can be incorporated into:
- Creating
tax free money by using Leverage.
- Re-financing
your insurance should be done or analyzed every 5 years or so.
- Pastors
program—deferred compensation for clergy.
- BOLI
(Bank Owned Life Insurance) for key employees of banks
- Smart
Financing (using other people’s money to buy your life insurance)
- Guaranteed
Lifetime Income in annuities with guarantees as to income
- Rated
single premium annuities (higher payouts)
- 419e
and 412i (tax deductible life insurance?)
- Titanium
Pro Strategy (10 million net worth and higher)—using leverage of 3-5 times
your collateral
- Previously
uninsurable (see us)
- Pension
Rescue (maximizes the pension funds from 401K, IRA’s, 403b, and PERA funds
- Leveraged
bonus Program (bonus to key employees paid by loans)
- Stock
to Cash Transfer (guarantee that your stock cannot drop by more than 10%)
- Capital
Creation Plan (let us show your charity how to create capital for your 501c3
at discounted capital costs of 30-50%)
Be sure to ask the Insurance Professionals at FPG to serve you in this area.
For further information please contact:
Dennis Beck, CLU,
ChFC, CEP
info@FountainProGroup.com
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