Bruce W. Ford's Page

Company Name

Teegarden Financial Corp

My title responsibility in the company is:

Partner

I offer the following products/services:

Are you concerned about your estate tax liability, but not comfortable with the proposed solutions you’ve heard from your attorney, CPA or financial planner?

Most affluent clients we work with want to minimize their estate taxes, but aren’t ready to transfer a substantial amount of assets to the kids, and they don’t generally want to expend the required cash outlay for large life insurance policies, regardless of how good the economics are.

Our Asset Backed Insurance Lending Solution™ solves this problem in the cheapest way possible:

• Acquire the needed level of permanent death benefit in trust, outside your taxable estate
• Premiums are loaned directly to the trust, so no gift tax exclusion/lifetime exemption usage
• Interest (LIBOR + 1.5%) is accrued into the loan, so no out of pocket costs
• Proprietary design, indexed universal life contracts give upside performance with floor guarantees
• Loans are ultimately paid off in full by tax-free withdrawals and/or loans from the policy
• Collateral needs are extremely low- generally speaking less than 5% of total assets at peak (generally peak collateral need is in year 6, and is released in full by year 10)

This transaction can fully fund your existing (and future) estate tax liability with permanent insurance, at no cost to you- allowing you to enjoy your wealth without worrying about gifting it away before you are ready.

Best Phone Number:

3173402417

Website:

http://www.tfincorp.com

Target market(s):

Individuals
Partnerships
Key Man Insurance

City of Residence

Fountaintown

State of Residence

Indiana

My business is located in the following COUNTY (i.e. Marion County)

Marion

Categories that best describe my business are:

Services – Personal & Professional

Business address to be used for a CBNA Google Map:

5501 E 71 st Indianapolis, IN 46228

Have you invited Jesus Christ into your heart and life as your Lord and Savior?

Yes

I believe that Jesus is the Christ the one and only Son of the living God

Yes

I strive to honor the Lord Jesus in my business practices.

Yes