Jonathan shares with you his knowledge on how to convert tax liabilities into revenue-producing assets.
Jonathan financially engineers life insurance products for maximum tax-free Internal Rates of Return (IRR) not normally seen in this low-risk asset class. Jonathan represents clients as a fiduciary, and his team negotiates all aspects of health ratings, design and returns to ensure the highest IRRs possible.
-Understanding tax codes
-Being informed or unformed
-Keep more of what you have
-How to convert tax liabilities into income-producing assets
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