How can we help your business grow?
We understand that advisors are busy in the day-to-day processes as the rainmakers for their practice. The Advanced Market Team can ease that burden and complexity. You have a back office to enhance your offerings and provide you with an edge for competitive cases. It might be a simple call with a technical question or partnering for a design and case presentation. Our goal is to boost your business production by increasing your horizon.
Life Insurance Design
Estate Tax Projections
Beneficiary Taxation and Estate Equalization
Executive Benefit Planning
831(b) Captive Designs
Advanced Markets FAQ
Our Advanced Planning team has resources to address the common questions advisors may have. These include questions regarding:
Types of Trust (Irrevocable vs Revocable)
Federal Estate Tax
Income in Respect of Decedent (IRD)
Executive Bonus Agreements
Split Dollar Arrangements
Qualified Retirement Plans
You can also call Tyson at (801) 826-2600, or Jameson at (801) 826-2601