The Unique Advantages of

Tax-Free Income Plans

Thoughtful Advisors provides a specialized low cost and low commission hybrid financed insurance solution to fund executive benefit plans.  Everyone initially thinks, “it’s too good to be true”, but it isn’t.  It’s only available to qualified individuals or households with $100,000+ annual income, in reasonable health and under age 65.  Combining those qualifications with specialized design makes us different than our competitors.  Click here to read a testimonial from an attorney and here to read a testimonial from a CEO.  Click here to read a simple flyer about how we thoughtfully bring Wall Street finance ethically to Main Street USA.  Our solution is available individually or as a non-qualified group benefit from an employer to executives, leaders and valuable employees.  Plans are available to all business ownership structures whether Partnership, LLC, S-Corp, C-Corp or Non-Profit.

Thoughtful Advisors hybrid financed insurance solutions include two designs called Kai-Zen® and Tri-Zen® which maximize contributions to savings and provide immediate protection for the saver and their family. Client makes 5 annual contributions of equal value which are combined with 3X matching bank loan to maximum fund a low-commission cash accumulation life insurance policy. Each design minimizes on-going costs to maximize the cash accumulation for more potential tax-advantaged savings growth.  Every thoughtful hybrid financed insurance solution follows a similar path:

The Many Potential Benefits
of Hybrid Financed Insurance

Reduces out-of-pocket cost for life insurance.

Maintains cash-flow for current living expenses

Looks to increase internal rates of return.

Maximizes potential tax advantages.

Leverages net worth to compound and grow wealth.

With all of these potential benefits, hybrid financed insurance is a valuable addition to your business and financial needs. It is truly unique and special for business owners, corporations, non-profit organizations, universities and professionals.

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