Triple Benefit Tax and Income Strategy
If you own a substantially appreciated asset that you would like to sell without paying capital gains tax, and then convert the proceeds into a guaranteed lifetime income, watch this short video to learn how you can also benefit any charity or non profit institution and your family with tax free cash.
Kelly C. Warner
Gameplan Financial Group
Founded by Kelly Warner in 2010, the Team at Gameplan Financial Group works together to ensure every client’s lifestyle is protected and their future is secure for generations to come. Our Advanced Planning Team offers Individuals, Families, and Business Owners decades of combined experience in Life Insurance, Estate, Tax, and Retirement Planning.
This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction.Representatives of Gameplan Financial Group, Gameplan Insurance Advisors, and Gameplan Financial Life Strategies do not provide tax or legal advice. Consult your tax advisor or attorney regarding your situation. NPR Insurance Lic#15979464