9/14/20 SHRM Leaderboard

Tax-Free Income Plan

Available from Thoughtful Advisors

Increase retirement savings 3 to 1 while providing immediate financial security and protection for valuable employees and their families. Employee funds 5 annual equal contributions (minimum $21,350) which are combined with non-recourse bank loans to maximum fund a cash accumulation low-cost life insurance policy. Each design minimizes on-going cost of insurance to maximize the cash accumulation for more potential tax-advantaged savings growth.

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