To contact Senex, reach out to Jayne below: Jayne Hastings – Marketing Associate jayne@senexgroup.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.
RECAP DOCUMENTS
Click the links below to view and download the documents from this webinar:
Defined Benefit Plans Wealth Strategy for High Income Business Owners