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What About Wealth?

What About Wealth?

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July 16th 2013:What about Wealth? with Jerry Borrowman, MSFS

Tax-Qualified Plans offer great opportunities for clients to save money on current taxes. Specialty plans, including Defined Benefit Plans, Cash Balance Plans, and 412(3)(3) Plans offer the chance to defer up to $400,000 per year in taxes! Tune in to this show to learn the ins-and-outs of high deductible pension plans. Also learn how life insurance can be part of the plan – offering the chance to pay premiums with tax-deductible dollars, while providing tax-free death benefits to survivors. This is a complex area of income tax planning – and this show will open your eyes to the opportunit

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Featured Guest

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Jerry Borrowman

Jerry Borrowman is a 32 year veteran of the life insurance industry and serves as a lifetime member of the American College Alumni Association Advisory Board of Directors in Bryn Mawr, Pennsylvania. He is the 2011-2012 President of the Salt Lake City Chapter of the National Association of Insurance and Financial Advisors. Jerry earned his Masters Degree in Financial Services in 2000 and has worked as Vice President of Advanced Solutions for Beneficial Life Insurance Company. He currently works as an independent adviser helping clients solve problems in estate planning, business succession, key executive compensation, charitable giving strategies, and retirement income. A noted author, Je
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