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IRA ROLLOVER DESIGN REQUEST
If you have a client with >$1MM in an IRA (or some other type of pre-tax retirement account), and you want to rollover these funds to purchase premium financed life insurance, this strategy could be perfect.
The ideal client must:
1. Have net worth that makes G2 subject to 40% in estate taxes.
2. Have a minimum of $1MM in a qualified plan.
2. Not need these funds for their own retirement.
3. Want to pass their IRA funds to the next generation tax-free.
If your client fits these parameters, please fill out the client information below and we will contact you to discuss your case within two business days.
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