FOLA - Family Office Life Annuity, this solution utilized a private placement group variable deferred group contract, which provides for tax deferral. It is a powerful wealth accumulation technique. FOLA policy has customized investment options, provides for institutional policy pricing and offers investment flexibility across the lives of a class of annuitants providing for tax deferral. Listen to discover how you may buy a FOLA policy. #insurance #highnetworth #estateplanning #taxplanning #taxadvisors #familyoffice See more +
FOLA - Family Office Life Annuity, this solution utilized a private placement group variable deferred group contract, which provides for tax deferral. It is a powerful wealth accumulation technique. FOLA policy has customized investment options, provides for institutional policy pricing and offers investment flexibility across the lives of a class of annuitants providing for tax deferral. Listen to discover how you may buy a FOLA policy. #insurance #highnetworth #estateplanning #taxplanning #taxadvisors #familyoffice #financialadvisors #taxattorney See less -