Innovative e-Wealth Planning for QualifiedHigh-Net-Worth U.S. Residents. Minimizing Taxes - Many experts agree that sophisticated customized Life Insurance is one of the best ways of providing cash to pay state and federal taxes without depleting an estate. Special e-Wealth Management Teams Are Available. DOUBLE TAXATION OF RETIREMENT PLANS: Qualified Retirement Plans - 401K, IRA, Profit-Sharing ... are double-taxed:
Your Insurable Net Worth - A Hidden Asset -Refers to the maximum allowable amount of life insurance for which an individual is eligible. A standard benchmark is that a U.S. person aged 65 or older is eligible for life insurance in an amount approximating his or her total net worth minus any current life insurance in force. E.g. If an individual has a present net worth of $5 million and has Life Insurance in effect of $500,000 their Insurable Net Worth is approximately $4,500,000. Insurable Net Worth can be a substantial untapped HIDDEN ASSET that most are not fully aware of.Send a form for a free evaluation.
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