The Commitment
Our commitment to you: 1. Enhance Your Reputation: We will ensure you look professional and successful. 2. Client Relationship Protection: Your client relationships are safe; we will not sideline you. 3. COI Referrals: We safeguard the COI referrals that you bring in. 4. Timely Delivery: Our sales advice will be delivered within the agreed timeframe. […]
100 insurance uses MSO
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 […]