How To SUPERCHARGE A Retirement Plan
| WHAT IS IT? | |
|---|---|
| • | “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? | |
|---|---|
| • | 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? | |
|---|---|
| • | 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 |
