PensionQuote Blog

The Power of Premium Financed Life Insurance

Are you familiar with premium financing of life insurance? Life insurance is often misunderstood by many financial professionals who underestimate its value as a powerful component of estate planning for the wealthy. A recent Forbes article highlights not only life...

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Save Like a CEO

As another year winds down, it is again time to reach out to high-income clients to review how the wins and loss columns are stacking up as it relates to taxes. Q4 is when these big money clients sit down with money managers--- financial advisors and accountants--- to...

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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.


Coral Gables, FL

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Phone: 1-800-717-4723

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