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Roth Alternative for High Income Earners Meeting

May 17, 2018 @ 1:00 pm - 2:30 pm UTC-8

No topic is more newsworthy, or troublesome, than taxes – especially to high-income earners planning for the future. Consider some recent tax related developments that may significantly impact your savings strategies and outlook.

  • Top Marginal Tax Rate – 37% for tax payers with income over $500K ($600K joint)
  • Long-Term Cap Gains – 20% for top-bracket tax payers

If these are concerns with your high net worth clients, an Individual Supplemental Retirement Plan could be the solution for them. A properly structured iSIRP provides clients with tax sheltered cash accumulation, non-reportable – tax-free income with flexible contributions and a 100% guaranteed return of premium feature for the first 7 years. 

Ideal Client Profile for the iSIRP Concept

  • Age – 49
  • Annual Income – $606,376
  • Net Worth – $3,985,384
  • Average commissionable premium  $118,000

RSVP to Anahi Prieto at or call directly at 949.225.7162.

Not local? Join us via webcast. Click here to register.


May 17, 2018
1:00 pm - 2:30 pm


CPS Life Team
800-326-5433 x244


CPS Insurance
4400 MacArthur Blvd
Newport Beach, CA 92660 United States
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