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INFINITE INCOME QUALIFIER
1.
Leveraging a Corporately-owned Life Insurance Policy to backstop a Personal Loan has several advantages, including tax benefits and...
Dividends
Conversions to Term Insurance
Access to Cash Value
A Disability Rider
2.
Loans taken against the Cash Value of the Policy are generally tax-free, up to...
$100,000
$500,000
The Death Benefit Amount
The Policy's Adjusted Cost Base
3.
Interest paid on the Personal Loan are tax-deductible, if the Loan Proceeds are...
Less than $100,000
Less than $500,000
Purchase more Life Insurance
Generate Income or Compound Investment Loan Interest
4.
Upon the death of the Insured, the Death Benefit is paid to the Corporation tax-free and the Capital Dividend Account can receive a credit that allows for
Operational Expenses
Tax-free Dividends to Shareholders
Insurance Premium Holidays
Increased Life Insurance
5.
Regarding Financial Privacy, Policy Loans are private transactions and do not appear on your credit report.
True
False
6.
The Loan may be used for Business Investments, Real Estate Transactions or a variety of Personal Needs.
True
False
7.
Client Information
Name
Email Address
Phone Number
8.
NOTES
Current Progress,
0 of 8 answered
