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.
- Buy insurance inside your defined benefit plan
- 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.