How to reach financial freedom for High Net Worth Clients
- 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.

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

Comments