Wednesday, October 2, 2013

Tax Advantaged Income with Life Insurance - Qualified Plan and Life Insurance Expenses

All products and/or plans have some degree of costs that are embedded as fees, expenses, loads and agent compensation. A 408(b)(2) was an attempt to cite qualified plan costs for participants, but some plans omitted the Statement of Information which has additional expenses. All forms of current assumption universal life have optional expense reports that line item each cost assessed against the policy. Steve and Ken introduce you to an entry level comprehension of product and plan costs.

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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