PRE-591/2 Funding Strategies

“PRE-591/2 Funding Strategies ”, featured by Life & Health Advisor in July 2014, was written by BSGM’s Vice President for Business and Estate Planning, Russell Towers. This article focuses on how substantially equal periodic payments (SEPP) can close income gap and fund insurance premiums while avoiding the 10% penalty. A case study and SEPP requirements to qualify can be found in the article.
To read more download a PDF of the whole article here or read it on the web.