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How to reach financial freedom for High Net Worth Clients

  • Writer: Joe Farah
    Joe Farah
  • Jul 15, 2019
  • 1 min read

Updated: Sep 30, 2020

Wealthy clients looking to use life insurance in their estate plans may find that funding their policies with a loan makes sense, especially as interest rates are still relatively low.


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  • ONE THEY KNOW HOW TO MAKE MONEY

  • PAYING TO MUCH TAXES 

  • NOT ENOUGH SAVING 

  • TAX CREDITING TO PAY PREMIUMS 

  • MINIMIZING TAX DISTRIBUTION

  • THIS CAN BE ALMOST BE FREE FROM TAXES AND TAX CREDITS


 
 
 

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Vulcan Insurance Partners

Helping Advisers Achieve Success

9891 Irvine Center Drive

Irvine, CA 92618

Phone 1-626-672-5250

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