How High-Income Business Owners Create Tax-Free Inheritance

Most business owners don’t realize they can use pre-tax profits to build a guaranteed retirement plan and create a tax-free legacy for their family.

In this video, I’ll show how combining Cash Balance Plans with life insurance allows you to:

1. Use pre-tax business profits to fund life insurance (a rare strategy!)
2. Deduct the full premium while building guaranteed retirement income
3. Leave your family a tax-free death benefit
4. Save hundreds of thousands in taxes over time
5. Build both retirement security and legacy impact

Watch the full video here: https://youtu.be/_i3kUIldzGQ
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ABOUT THE HIDDEN RESERVE

Chris Zerafa is the Founder of The Hidden Reserve, a financial services company dedicated to providing families and business owners with financial strategies that are rooted in guarantees, not guesswork.

Chris educates clients on how to leverage cash value insurance and guaranteed annuities to create a more secure, predictable financial future.

Enhance your financial portfolio with guaranteed growth, guaranteed income & tax-free use of money, giving you the peace of mind knowing your wealth is protected and growing.

Key Areas of Expertise:
​• High Cash Value Insurance (Infinite Banking)
​• Guaranteed Retirement Income through Annuities
​• Wealth Transfer with Life Insurance
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DISCLAIMER

Everything in this video is meant to educate, not to serve as specific financial guidance for your situation.
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