by PensionQuote Inc. | Oct 23, 2017 | PensionQuote Blog
Are you familiar with premium financing of life insurance? Life insurance is often misunderstood by many financial professionals who underestimate its value as a powerful component of estate planning for the wealthy. A recent Forbes article highlights not only life...
by PensionQuote Inc. | Oct 19, 2017 | blog, Industry News Links, Uncategorized
The clock is ticking if you were hoping for large tax deduction for this year. I know many business owners are frustrated with the relatively small contribution limits of their 401(k) and/or profit sharing plans. If you share that frustration, it’s time to consider...
by PensionQuote Inc. | Oct 13, 2017 | blog, PensionQuote Blog
Clemson Coach Dabo Swinney What do Clemson football coach Dabo Swinney and University of Michigan rival Jim Harbaugh have in common? Tax-advantaged life insurance plans that have made them the richest coaches in the D-1 big leagues. They are part of the top paid...
by PensionQuote Inc. | Oct 12, 2017 | Industry News Links, Uncategorized
If you have come up against a competitor pitching a Split Funded Defined Benefit Plan and didn’t know how to come out on top you are not alone. While the concept of this Cash Balance Life Insurance Plan strategy is fairly straightforward, explaining it with confidence...
by PensionQuote Inc. | Oct 6, 2017 | blog, Industry News Links, PensionQuote Blog
Financial Friday: Get Your Clients’ Attention in Q4 “Let’s Discuss Ways To Reduce This Year’s Income Tax Right Now!” Now that’s a CTA (Call to Action) that will get your client’s attention; especially in the 4th quarter when many of your business owner clients are...
