WealthPRIME Insureplus

For some investors, life insurance purchased within a defined benefit retirement plan can provide significant tax advantages. Such a strategy can result in larger tax-free distributions at retirement, while providing a death benefit to your heirs. Life insurance also enables portfolio diversification.

WealthPRIME has simplified the process into two steps.

  1. Buy insurance inside your defined benefit plan
  2. Use retirement contributions to pay your annual premiums, and
    buyout your insurance policy


Discover how to save your clients over $1M a year on their taxes and grow their worth through hidden alternative investment strategies.

WealthPRIME unlocks underutilized investment strategies for Family Officer advisors, finding an average of $1M in new savings per client.

If you’re interested in what these strategies might save your client, click on Get Started and we’ll send you a tool to forecast ROI.