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Tax Free Income thats Really Tax Fax - Brokers Alliance Video Special Event

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Uploaded on Jul 15, 2011

Steve Savant, national insurance columnist and financial color commentator addressing the Brokers Alliance Bi Annual Cactus Convention, an audience of financial and insurance professionals

Steve has math on his mind and uses several examples of seminar ice breakers using clever math equations to open the possibility thinking of the audience.

Steve addresses the menu of tax advantages using a non modified endowment contract during the accumulation and distribution phases of polices that are keep in force for the life of the client with extended maturity dates. Steve outlines several key tax line items: Phantom Income Tax, Alternative Minimum Tax, Tax Preference Items and the impact of taxation on Social Security benefits at retirement.

Steve outlines the management of policy expenses thought TAMRA compliant death benefit strategies to compete with investment internal loads and RIA fees. Steve teaches his patented analog timeline thinking to explain the overwhelming impact of tax free savings and/or investing with life insurance. Steve touches on all the policy loan provisions in a fun filled format.

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