When you compare and contrast the tax items, the administration cost, the fund fee drag and overall product performance, you’ll seriously consider adding fully insured defined benefit plans to your inventory of retirement strategies. And keep in mind the approved product for this plan in non-FINRA annuities and life insurance. Nationally recognized 412((e)(3) expert Nick Paleveda MBA J.D. is interviewed.
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. Both shows are sponsored by Ash Brokerage. Steve is the number one online author and videographer of insurance content. During his 30-year... More