Case Study Details


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.


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.


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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