They put off saving for their retirement to build their businesses. Now that they are older, the need for increased retirement savings has interested their desire to minimize current income taxes. This dilemma has made the fully insured pension plan under IRC Section 412(e) an attractive topic among small businessowners, and — because the plan is funded with fixed annuity contracts and life insurance policies — among advisers. With interest piqued, let's review how this plan can stimulate your sales while capturing the imagination of your clients.
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