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Insurance Is an Asset Class: Idea File

Insurance Is an Asset Class: Idea File

Robin Raju has been head of individual retirement at Equitable’s individual retirement business for close to a year, and he has been with Equitable and its affiliates since 2004. He said one key shift he sees Equitable driving is an emphasis on showing how insurance...
The State of the Life Insurance Industry Is Good

The State of the Life Insurance Industry Is Good

Recently, there has been speculation that life insurance companies could be facing tough times as a result of COVID-19 and the associated financial crisis. (Article reprinted from ThinkAdvisor.com: The State of the Life Insurance Industry Is Good) Even the Federal...
Podcast On How To Become A Tax-Savvy Business Shark

Podcast On How To Become A Tax-Savvy Business Shark

Greetings colleagues and clients. I was recently featured as a guest on the nationally syndicated podcast, The Shrimp Tank in Atlanta. We had a great time on the show and gave lots of tidbits to listeners on how to become a better business owner. I’m sharing the...
Be A Tax Super Hero For Business Owners

Be A Tax Super Hero For Business Owners

2018 has been a banner year for American business. A soaring stock market and booming economy has contributed to many business owners boasting record income years. But with big earnings, come big taxes. The 2017 Tax Law didn’t really help much due to the reduction or...

About Us

We are pioneers in retirement planning, featuring tax-advantaged defined benefit pension plans as exit strategies for high net worth clients. We partner with top industry Advisers to bring their clients preferred solutions to achieve large income tax deductions.

Location

Coral Gables, FL

Call Us

Phone: 1-800-717-4723

Working Hours

Monday-Friday: 9:00am – 5:00pm

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