Critical executive benefits with premium financing

By Steve Savant

Ash Brokerage Corporation


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.