Find out what the most effective investment tool that financial advisor Brian Evans, CPA/PFS uses for his high net worth clients. Using this strategy, Brian is not only able to help his clients earn a tax-free cash flow, but helps them to leave behind money for future generations tax-free.
Key Points:
- Overview of the premium financed fixed-index universal life insurance (premium financed FIUL)
- Introduction to leveraged arbitrage for high net worth investors
- Who is this strategy best suited for?
- Why would someone not want to use this FIUL strategy?
- Real-world examples of high net worth clients using this strategy
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12 Topics Every Financial Plan Should Address
Discover with Brian Evans, CPA/PFS what a real financial plan or retirement strategy should look like.
Important topics in a plan include:
- Investments Management
- Insurance Assistance
- Long-Term Care Options
- Social Security
- Financial Planning and Cash Flow
- Tax strategies
- Real Estate
Find out why it is vital to have these topics in a financial plan before you make major decisions by going to edu.madronafinancial.com or checking out our Youtube channel.
Get your FREE copy of "7 Steps to a Successful Retirement" by Brian Evans, CPA/PFS by going to plan.madronafinancial.com/7-steps
