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PensionQuote Blog

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...

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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...

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Be A Tax Super Hero For Business Owners

Be A Tax Super Hero For Business Owners

2018 was a banner year for U-S business owners but high earnings mean high taxes so they need deductions. Be a Tax Super Hero and show them how to save big using Split Funded Defined Benefit Cash Balance Plans.

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The Brave New World of Genetic Testing and Insurers

The Brave New World of Genetic Testing and Insurers

But if a condition is discovered by predictive screening the fear is that underwriters would use the information to discriminate against a new life insurance applicant, raising an ethical question about genetic discrimination. 

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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.

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Coral Gables, FL

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Phone: 1-800-717-4723

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