| Did you know that if a 60 year old moves just $100,000 of assets to the right place today, it could save them $1,000,000 of medical expenses in retirement? | |
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| • | cover $1,000,000 of your client’s medical expenses for long term care in retirement |
| • | preserve $1,000,000 in assets under management |
| What can you get for $100 a month? | |
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| How about: | |
| • | $22,000 for college |
| • | $30,000 down payment on a home |
| • | $70,000 annual retirement income |
| Curious to see how you can do all this for just $100 a month? Watch the video then contact us for an illustration outlining the details at 800-475-5555 |
| WHAT IS IT? | |
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| • | “Enhanced Funding” or Life Insurance Premium Finance can significantly enhance the long-term cash value accumulation of a life insurance policy. |
| • | Financing is obtained through a specialty Lender or Bank that provides a custom loan arrangement. |
| • | The annual cost or out of pocket contribution from the borrower is usually about half of the premium amount and is made between five and ten years. |
| • | The extra infusion of cash provided by financing significantly increases the cash flow from the policy in later years, even after paying back the loan. |
| • | This is different from most traditional premium financing arrangements. |
| WHO IS IT FOR? | |
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| • | This is perfect for attorneys, doctors and highly paid executives. |
| • | Look for business owners that have put so much effort into running their business that they are behind on their own retirement plan. |
| HOW DO I LEARN MORE? | |
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| • | Want to see if your client qualifies? |
| • | We have the details on client eligibility, loan arrangement and policy design. |
| • | If you have clients you think might qualify, contact me for the pdf |
