Life Insurance & Estate Planning for Accountants, Consultants, Agents and Attorneys

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The Need For Tax-Free, Liquid Income

With financial markets plagued by volatility, it is imperative that financial, legal and accounting professionals understand the best ways to enhance and protect their clients’ personal and business assets through sources of tax-free, liquid income. Teachers Pension Advisory Services is a nationwide, wealth management agency. We customize and build the most beneficial life insurance and employee benefit programs that the estates of high-net-worth families as well as their businesses can possibly have access to.

Contact Teachers Pension Advisory Services today, and we will show you how to save your clients 70% or more on their out-of-pocket life insurance expenses. We can demonstrate for you what the most conservative and cost effective methods are for your high-net-worth clients to be able to safely access millions of additional dollars in permanent life insurance benefits for both their estate planning and business purposes compared to what they currently have in place.

Grow Your Business Dramatically

Teachers Pension Advisory Services partners with fiduciaries like you to help generate more business from their existent client bases. We can do this with you by custom-building the most advantageous life insurance programs that your high-net-worth clients can possibly have access to.

As a trusted advisor, you have earned your clients’ respect through your field of expertise. Let us help you look even better to your clients by teaming up with us in our area of expertise.

Our life insurance programs are guaranteed to save your high net worth clients 70% or more on their life insurance or employee benefit costs while at the same time dramatically increasing their permanent benefits by millions of dollars.

How do we do it?

Come find out, and take advantage of our proven, turn-key aggregating program. We proudly select the life insurance retirement, estate planning and employee benefit products from the best of the best. Our independence and contracting allows us the ability to partner with any of the A-rated life insurance carriers. 

Your high-net-worth clients and their businesses will have the opportunity to qualify for the most advanced and beneficial life insurance benefit program available. It happens to be the one that 70% of recent Fortune 1000 companies as well as wealthy familes have been turning to for decades.

In addition, the equity-indexed life insurance and annuity products we endorse do NOT contain variable crediting risks. Help your clients diversify and be able to participate in investments where they realize the gains of the stock market with no downside crediting risks where they can continue to see their principal compound and grow tax-free throughout.

What Is The Best Life Insurance For Your Clients?

With employee benefit costs and payroll taxes continuing to rise sharply for businesses while both State and Federal estate taxes serve to torment even the best of estate planners, your clients would be overjoyed to find additional sources of tax-free, liquid income. This liquidity could serve to help them both personally with their succession planning or business-wise to help offset expenses.

Premium finance is the financing of life insurance premiums by a third-party lender. TPA Services partners with some of the most recognized and respected banks and insurance companies in the world today on our premium finance cases. We have the ability to offer your clients preferred, relationship pricing and financing on their life insurance costs when utilizing a Teachers Pension Advisory Services structure. This will serve to lower your clients’ out-of-pocket costs by 70% or more.  We can both walk the walk and talk the talk when it comes to saving your clients money on their life insurance or employee benefit costs.

 Teachers Pension Advisory Services Does Not Reinvent The Wheel. We Improve It

We are a full-service organization that has experienced tremendous success in both the marketing and selling of exclusive, private life insurance investment programs. We implement the life insurance strategies that more than 70% of recent Fortune 1000 companies as well as scores of wealthy families have turned to for decades, which allow them to generate substantial, tax-free liquidity.

Our life insurnace programs require a higher level of life insurance training. Let TPA Services take care of all the intricate and demanding life insurance structuring, negotiating, paperwork, processing and transfers on behalf our clients while you oversee the process.

We offer a turn-key, premium finance aggregating program for fiduciaries like you so that you can better and more efficiently serve your clients’ needs.

Look good in front of your clients and allow them to utilize the most advanced and exclusive life insurance benefit programs that are available today.

Let Us Work As Part Of Your Team

We will work with you to help support your clients. We respect all financial advisors we partner with and understand our place going into these arrangements.

Our objective is to serve a supporting role and make your look smart in front of your clients by offering them a free assessment of their current life insurance and employee benefit programs and seamlessly transferring them into a new one that we GUARANTEE will both save them 70% or more on their cost of insurance while safely increasing their permanent, tax-free benefits by millions of dollars!

Utilize our efficient, turn-key, premium finance program that will allow us to aggregate and streamline all of the advanced life insurance and lending aspects of these programs on your behalf. It allows fiduciaries like yourself the opportunity to partner with a firm whose goal it is to offer low cost, financed life insurance that your high-net-worth clients will embrace immediately.

In addition to estate planning purposes, almost any type of public or private entity including corporations, nonprofits, universities, foundations and other charitable organizations could also be eligible for these tremendous advantages.

Click here to learn more about premium finance for both individuals and organizations.

An Added Bonus: Secure Lower Interest Rates

We have established affiliations with some of the premier lending institutions in the world. As your partner, TPA Services can offer your clients the opportunity to pursue preferred, relationship terms based on their financial suitability.

These Teachers Pension Advisory Services preferred, relationship lending terms can include opportunities for among other things:

• Low, low interest rate loans
• Ability to fix, swap or float interest rates at any time
• Little to no collateral
• Minimal Fees
• Options for full, partial or no interest payments at all
• A non-recourse, limited liability structure

Can you imagine the difference it could make for your clients and your business if you could help them to be able to lock in significantly better borrowing terms? Their entire financial outlook would improve thanks to your help.

We look forward to meeting with you. Contact us today to learn more about our products and services and how partnering with Teachers Pension Advisory Services can help to better serve your clients’ estate planning, retirement or employee benefit needs.