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IRS CODE 1031 EXCHANGE vs IRS CODE 453 STRUCTURED INSTALLMENT SALE

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USING A STRUCTURED INSTALLMENT SALE TO FUND AN INDEXED UNIVERSAL LIFE CONTRACT

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STRUCTURED INSTALLMENT SALE

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INDEXED UNIVERSAL LIFE CONTRACT

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It is our honor and privilege to help people use their real estate to fund their lifestyle and create legacy wealth. We develop a close relationship with our clients to learn what matters most to them. Then we work diligently to exceed their expectations.

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Michael Kole: 858-848-4274
Michele Kole: 858-344-5998