By using split-funding to transfer a qualified plan, you can help your clients mitigate the effect of taxes and increase their retirement income.
Benefits of Qualified Split-Funded Insurance
This strategy is ideal for clients with large amounts of money sitting inside of pre-tax accounts, such as IRAs, 401(k)s, 43bs, etc. Through the creative use of life insurance, the money in these accounts can be converted into a tax-efficient vehicle that provides exponential benefits to your client.
Client Profile
What makes an ideal client for qualified split-funded insurance? Here are a few qualities to look out for:
Clients with large amounts of money in plans such as 401(k)s, 43bs, SEPS, etc.
Conversation Starters
Do you have money sitting inside of pre-tax accounts? Would you be interested in maximizing the value of that money?
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