![]() The other 90% of advisors are salespeople such as brokers, bank reps, registered reps. ![]() *Fiduciary Financial Planners we estimate at less than 10% of total US financial advisors. Allowed by Internal Revenue Code 72(e) and 7702. Similar to Roth IRAs, NO IRS limits on contributions Ģ4. Low commissions a result of lower insurance costs Ģ3. Lowest insurance costs for IRS Guidelines Ģ2. Cash Access - High Liquidity is possible Ģ1. Tax Free Chronic Care Options Available ġ8. Tax Free Home Health Care Options Available ġ7. Tax Free Long Term Care Options Available ġ6. Advanced IMEC strategies can transfer tax-qualified wealth Tax-Free to heirs ġ5. Heirs may exceed Tax Free 4X initial premium ġ4. Tax Free Wealth Transfer Death Benefit for Heirs ġ3. Third Party Rated for Safety (A+ or Better Available) ġ2. Guarantees up to 3% (can offset fees and costs) ĩ. Limited Market Upside - No Market Risk to principal Ĩ. Popular strategies( point-pt., spread, monthly sum,) ħ. Popular Indices (DOW, S&P500, Russell, etc.) Ħ. High earning potential (Cap Rates up to 17%) ĥ.
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