To contact Senex, reach out to Jayne below: Jayne Hastings – Marketing Associate email@example.com – 818-593-3535
3:20 – How you subsidize the purchase of life insurance with tax savings?
6:30 – Introduction to the Senex Group. TPA pension insurance specialists.
7:30 – Great line to peak your successful clients’ interest in a pension plan.
14:00 Is your client a “tax victim”?
17:00 Great distinction between a defined contribution plan and a defined benefit plan
20:40 Who is a great prospect for a defined benefit plan?
25:00 Clients need huge deductions? Look at these possibilities.
28:30 The Micro-Market. Who is the best fit for a pension plan?
34:00 How many people are impacted by estate taxes?
35:40 Pension insurance provides a double death benefit. Here’s how…
37:30 How pension-owned life insurance works. Is it really deductible?
39:30 Amazing case study. Check out the impact of a pension.
42:20 Get the government to pay their fair share of your life insurance
47:00 Benefit to utilizing a pension policy with exchange privileges
48:50 Hutch’s take on why pension life insurance is so powerful
54:00 How to use the pension insurance for your benefit.
58:00 Example case study
1:01:00 Show your clients how to save an extra $250,000 before taxes
1:06:45 How to help your pass through business clients utilizing 199A
1:13:40 Hutch’s summary of effective use of 199A
1:20:00 When do you need to set up the plans to ensure receiving the deduction?
1:23:00 Powerfully introduce your CPA contacts to the pension strategy in order to get referrals to qualified prospects.
Click the links below to view and download the documents from this webinar:
Defined Benefit Plans Wealth Strategy for High Income Business Owners