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With today's low interest rates, a conservative, premium financing strategy makes more sense then ever to create a "tax-free" income stream for retirement.

A conservative, premium financing strategy, to create a tax free income stream during retirement.

How to use qualified money in conjunction with IRS 72t, to fund a long term care hybrid policy.

Pinnacleone.solutions How to use the Pinnacle advisor portal

Self Financed Insurance (SFI) For High Net Worth Clients who want to create a pool of money that is completely tax-free.

With today's low interest rates, a conservative, premium financing strategy makes more sense then ever to create a "tax-free" income stream for retirement.

Get great tax deductions today and create income for the future. A better alternative to CRUTs and CRATS.

Eliminate Future Tax Risk from Qualified Plans Using Life Insurance

Convert Taxable RMDs Into Tax Free Income

How to navigate the Pinnacleone website to get financial overview and ratings of insurance companies.

Use Pinnacle's Advisor protal, Pinnacleone.solutions, to obtain the current fixed annuity rates and understand the particulars of the products.

A quick introduction of how and why to consider doing a Qualified Plan Transfer - Move funds away from future tax uncertainty into a tax free structure.

How LIRPs help you create a tax-free pool of money to be used as an effective alternative to Qualified Plans.

How to effectively manage the taxes that are due on your IRA using leverage.

A process to understand the strengths and weaknesses of your current permanent Life Insurance policy(s) as well as alternatives.

How life settlements work. Why you should always get insurance policies appraised and never give up life insurance unless you know what value, if any, you are walking away from.

What to consider: It is not just about price. Learn what to consider when utilizing Term Insurance.

Using Qualified Money to Fund an SFI program.

How to use Pinnacle's Advisor website to find the top income riders available for your clients.

Ho to do an on-line application using Pinnacle's Advisor Paltform

How to run term and GUL quotes on Pinnacle's Advisor platform

Obtaining paper applications and service forms through the Pinnacle Advisor Portal.