Executive benefits and living benefits can be partially financed for executive perks like supplemental retirement income, long-term care, long-term disability and terminal illness. The client profile is a standard or better executive employee, business partner or business owner earning in excess of $100,000, but ideally $250,000 or more. Certain age groups work more efficiently than others for each executive benefit.
Steve, Bruce and Rick add executive benefits to the week's talking points and summarize the overall planning applications of premium financing. Steve is a national financial columnist, blogger and money color commentator. Steve’s special guest is Bruce Haydu, CFP and Rick Veit, CFP, JD.
The views expressed here are those of the author and not necessarily those of ProducersWEB.
Reprinting or reposting this article without prior consent of Producersweb.com is strictly prohibited.
If you have questions, please visit our terms and conditions
Steve Savant is the host of the daily producer show, Let’s Get Down to Business, and the weekly consumer show, Steve Savant’s Money, the Name of the Game. Steve is the number one online author and videographer of insurance content. During his 30-year career in the financial services industry,... More