FOUNDATIONS

Foundations are a tool used by philanthropic individuals to provide works of social good during and after mortality. The foundation is set up by the main donor for a specific purpose to provide funding or services for charitable purposes. Set up under code section 501 a foundation allows for the write off of the charitable donation on income and estate tax returns.

LIFE INSURANCE SOLUTIONS

Life Insurance Tax Free Retirement Solutions

This Life insurance solution provides tax free income from a Life Insurance policy. Cash value is built up tax deferred and by the method of loaning dollars from the owners, policy income is tax free.

Annuity Guaranteed Life Income Solutions

This annuity plan transfers the risk of outliving your money. The insurance company receives a single premium from the client. In return the Insurance company guarantee’s that for the life, no matter how old, an annual or monthly payment will be made to the owner no matter if there is any money left in the account.

Guarantee Annuity Income Stream Solutions

Life Insurance Retirement Plan (LIRP) – As a life insurance policy designed to take advantage of tax treatment of life insurance, it is suited for investors with high income, which may exclude them from participating in Roth IRAs. A LIRP can provide a long-term accumulation vehicle for supplemental retirement income. In addition, at your death, it offers a benefit to help replace lost income for those who depend on you.

HAVE A QUESTION?

WE HAVE THE ANSWER.

Don’t hesitate TO call us @

520-360-8177

SELECT

Great things in business are never done by one person. They’re done by a team of people.

- Steve Jobs