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Pension Rescue with Premium Finance
Thanks for your interest in more detail on what’s wrong with the pension rescue structure I talked about in my recent newsletter (one that also involved premium finance). Adding premium finance into the equation makes the structure much more dangerous (although it can also make it look better on paper) and much more complicated.
By clicking on the following link, you will be able to download a PDF with a further explanation of the problems with this structure and issues that I’ve specifically identified with the sale in question.
To download the 10-page PDF, click here.
If you have any questions about what you read in the PDF or if you run across a client who has been sold IRA/pension rescue for income purpose, please feel free to email me at email@example.com or give me a call at 269-216-9978.