Enrico Brex explains his approach to helping his customers create a sensible savings plan for a successful future.
Questions addressed in this interview include:
- Is the present value of a perpetual life insurance taxable?
- How do I use permanent life insurance to pay for my child’s college tuition?
- Is there a way to make my savings more tax efficient?
Enrico brings a fresh perspective on the lifetime tax implications of the financial decisions you make today. Brex stated: “Taxes are one of the biggest risks to the security of our money. When you pay taxes on your income is your decision. Choosing to defer paying taxes puts your money at risk for future unknown taxes on unknown dates. Certain forms of wealth accumulation life insurance offer dozens of “life benefits” not found in traditional forms of investing. They are collateral assets with benefits such as tax-free growth, tax-free distributions, tax-free death benefit, leverage opportunities, uninterrupted compounded growth, protection for a chronic or critical illness and a long-term care case, etc.
ERC specializes in working with clients who value a close, personal and long-term relationship with a trusted, knowledgeable advisor. Her unique process has helped her clients create a comprehensive plan that integrates their values, beliefs, goals, and goals. They take the time to understand their clients’ individual circumstances and enable them to offer clients tailored strategies.
Listen to the interview on Business Innovators Radio Network:
https://businessinnovatorsradio.com/interview-with-enrico-brex-financial-advisor-with-elite-retirement-consultants/
About Enrico Brex
Enrico is a life insurance specialist at Elite Retirement Consultants in Sparta, NJ. He strives to provide valued customers with a personal service, including the implementation of advanced insurance planning. Enrico’s diverse professional…
source_link https://www.digitaljournal.com/pr/enrico-brex-financial-advisor-with-elite-retirement-consultants-interviewed-on-podcast-discussing-retirement-planning-using-life-insurance