How much can I save?
Explore the following scenarios which will help you determine how much your tax savings can be, based on your age and income.
Jane Investor
Age: 35
Select income:
Estimated Tax Savings
$100,000
Annual Tax-Free Income
from Ages 71 to 85
$299,328
Tim Investor
Age: 40
Select income:
Estimated Tax Savings
$100,000
Annual Tax-Free Income
from Ages 71 to 85
$217,219
Eric Investor
Age: 50
Select income:
Estimated Tax Savings
$100,000
Annual Tax-Free Income
from Ages 71 to 85
$112,106
Wealthprime is Trusted by
for Accredited Investors
Explore new sources of wealth with alternative investments.
Use little-known alternative investments such as leveraged life insurance, solar power, and conservation easements to earn up to a 4-to-1 multiple in tax relief.
- Diversify your portfolio
- Amplify your assets
- Sustain clean environmental living
for Insurance Agents
Retirement plans are smart investments.
Many business owners qualify for upgrades that can yield annual tax savings of $100,000 or more through what’s called a cash balance plan.
- Grow wealth faster
- Save more for retirement
- Reduce tax burdens
for Financial professionals
Offer clients the ultimate path to wealth creation.
Your clients need help protecting their money from erosion and unnecessary taxation.
- Shield client assets from market volatility with alternative assets
- Provide greater returns on investment
- Use leveraged life insurance to create tax-free income
- Be the go-to expert for financial stability and wealth optimization
Success stories
On-Demand Customer Care
WealthPRIME’s team of experts can help with:
- Technical questions about using our software
- New business and plan installations
- Plan consultations, plan design, and retirement plan guidance
Save taxes today, and maximize your future tax-free income tomorrow.
WealthPRIME® instantly illustrates and compares advanced tax-mitigation and wealth-building strategies.
