Case Study # 2

This 45 year old doctor has a net-worth of $15.0 million. We set up a premium finance scenario that pays the bank back the entire cost of the loan in year 13. The plan will provide tax favored retirement income from years 20 - 55. He also will provide death benefit protection for his family if he were to pass on earlier, as well as in the future. This benefit given to his family is passed on income tax free.