Case Study Details

CHALLENGE:

A successful orthopedic surgeon was looking for alternatives to his existing “Qualified” retirement portfolio. As a highly compensated person he was contributing the maximum amount allowable to existing qualified retirement plans available.

SOLUTION:

The doctor and his advisor elected to utilize an Indexed Universal life insurance policy as a means for providing additional tax-advantaged retirement income, often referred to as SERP & COLI plans (Supplemental Executive Retirement Plan & Corporate Owned Life Insurance). A unique premium funding program was employed to fund the premiums for the life insurance policy.

RESULTS:

The doctor was able to leverage the gross cash flow of his practice without interruption to the business and the policy is projected to generate significant tax-free income when the doctor reaches his desired retirement age.

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