With the Management Service Organization and tax deferral it opens up funds to be used in the following strategies. Tax-efficient life insurance transfer. Premium financing for life insurance. Split-dollar life insurance agreements. Minimize estate taxes with insurance. Life insurance in charitable trusts. Buy-sell life insurance agreements. Business loans secured by insurance. Key person life insurance […]
We help privately held companies reduce their federal income taxes annually, returning cash to grow and protect their business and family wealth.
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