Qualified Leverage Strategy™

QLS™ unlocks your IRA and other retirement plan dollars by restructuring the ownership of these assets which, if one qualifies, will effectively remove both the income and/or estate tax burden on this money. The net result, once completed, will leave greater assets for income, wealth transfer and/or charity.

See How The Qualified Leverage Strategy™ Works

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Unlock Your IRA and Qualified Plan Assets To Avoid The 60%-70% Tax Trap

As The A.I.D. Life Insurance Audit changes life insurance management, QLSTM changes the future of retirement plan wealth management.

Taxes are the largest expense we pay in our lifetimes; however, the greatest taxation of all is placed on your IRA and qualified retirement plan assets.

It is for this reason we introduce our clients to the patent-pending solution of the Qualified Leverage StrategyTM. Because QLS is focused on leveraging assets and mitigating taxes, your personal goals for ultimate asset distribution can be designed for either maximum income throughout retirement or maximizing legacy transfer at death. In many cases, both solutions can be achieved simultaneously. 

Wouldn’t you rather free yourself from the burden of oppressive taxes at distribution? Of Course.

What is QLS™?

QLSTM enables a more holistic planning approach for high-net-worth families, business owners, and your trusted advisors. And here’s how:

QLSTM strategically repositions your qualified retirement plan assets, and a portion of your personal outside savings, into a Roth and a life insurance policy, all within current tax codes and federal guidelines.

We base our strategy on a little-known exception:

You can remove a life insurance policy from a qualified retirement plan tax-free, if it is sold to the plan participant (or a trust) for the policy’s fair market value.

We then set in motion a flexible yet strategic sequencing of assets both inside and outside your qualified plan. This action results in a considerable reduction of current and future taxes.

You receive:

  • Greater retirement income
  • Greater charitable endowments
  • Larger wealth transfer to your heirs

Best of all, you do not lose 40 percent or more to taxes.

Without obligation, let us show you how a custom designed Qualified Leverage Strategy™ will work specifically for you.
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Estate | Insurance | Planning

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888.667.4750

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info@advisorsinsurancedesign.com

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1 W. Las Olas Blvd, 5th Floor
Fort Lauderdale, FL 33301

 

Advisors Insurance Design is an affiliated firm of The A.I.D. Group, a leading full-service financial planning firm headquartered in Fort Lauderdale, FL.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

The CLU® and ChFC(R) marks are the property of The American College, which reserves sole rights to its use, and is used by permission.