Concepts

Problem solving is what we do. Whether you are trying to help a client transfer wealth in the most tax efficient means possible or create an income they and their spouse cannot outlive, concepts will position you in an advisory role.

ARS provides Conceptual Selling education as well as a comprehensive support system to bring the concept together so that it can be explained to the client in an easy to understand manner.

Annuity Concepts

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  • Income Planning — Bucketing — Laddering
  • Stretch IRA
  • RMD Maxx
  • Wealth Transfer
  • Asset Based LTC
  • Social Security Taxation Reduction

Life Concepts

  • Pension Maxx
  • Single Premium Life
  • Wealth Transfer
  • Executive Bonus
  • Split Dollar
  • Business Continuation
  • Buy-Sell Agreement
  • ILIT’s
  • IRA Rescue