Qualified Life Insurance. High early cash values Year 1 cash value up to 80% of 1 st year premium Competitive premiums 401(k) and “cash balance ” plans. Policy Form 2098-U; ICC08-2098-U. Effective broad premium range Strong term and endowment solves
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High early cash values
Year 1 cash value up to 80% of 1st year premium
401(k) and “cash balance” plans
Policy Form 2098-U; ICC08-2098-U
Effective broad premium range
Strong term and endowment solves
Excellent guaranteed cash values
Attractive target premiums
401(k) and Traditional DB plans
Policy Forms2099-U, ICC08-2099-U
Survivor benefits for specialty retirement plans
Insured 430(d) and 412(e)(3).
Split funded plans with flexible premium annuity riders
Defined contribution plans
< 25% of cumulative contributions for UL
< 50% of cumulative contributions for WL
Defined benefit plans
100 times the expected monthly benefit
Rev. Rul. 74-307 (duplicates DC rule)
At least five policies must be issued under the plan.
Maximum age 60
The case must meet the participation requirements in the following table.
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Client & CPA
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DB & 412(e)(3) Conversions
Cash Balance PlansWe Do it All!