What is Wealth Planning?
Emerging Insurance Brokerage Services focuses on growing and preserving your hard-earned assets. Our proprietary programs can help you reach your financial goals and achieve your life plans.
Choose the plan that’s right for you.
We understand that financial needs change over time, our customized solutions is based on your present situation. Emerging Insurance Brokerage Services will implement effective, innovative strategies to eliminate or manage potential dangers, capture opportunities, and maximize your resources.
ProsperitySM Plan
Grow your wealth
ProsperitySM - Leveraged Planning
Reduce tax liabilities, enjoy tax-deferred growth, access retirement funds on a tax-free basis, protect income, guarantee principal during market downturns, limit-free contributions
Meant for those with above-average income levels and solid credit scores, this strategy can sharply reduce your tax burden, expand your wealth, and create significant asset appreciation over your lifespan.
- Best for those ages 35-60
- Minimum annual gross income of $100,000
- Minimum FICO score of 650
- No personal collateral guaranty required
- Deferring or avoiding capital gains taxes payable from liquidating appreciated assets
PremierSM Plan
Preserve your wealth
PremierSM - Life Insurance
Premium Financing
Preserve assets, reduce estate tax liability, enhance business cash flow, maximize charitable contributions and heir inheritance.
Focused on protection and wealth preservation, this strategy provides high net-worth individuals the ability to fund their life insurance policy without depleting their assets or interrupting their cash flow, while still offering the security and shelter afforded by life insurance.
- Best for those ages 50 and older
- Net worth of at least $2.5 million
- Collateral required letter of credit, marketable securities, requires CDs, or cash.
