Protecting Clients Assets-CHIP Home Income Plan

This is the time of year when your senior clients pay their income and property taxes.
With restricted cash flow, many seniors resort to drawing down on investments in order to meet their tax obligations.
I offer my clients a sound, tax-efficient alternative … CHIP Home Income Plan.
CHIP Home Income Plan proceeds are not added to income for tax purposes.
Best of all, CHIP will allow you  to pay taxes and increase your cash flow without sacrificing your investment assets.
In certain situations, where unregistered investments generate income, CHIP Home Income Plan interest expense may be applied to gain tax deductions, further reducing your clients’ taxes.
And there are more great benefits:

• no interest or principal payments due until your clients choose to move or sell
• no income, credit or medical qualification required
• Rates starting at 4.75% and 50 bps rate discount when interest payments are made annually

 Seniors are the fastest-growing segment of the population.  Like no other generation, they have been living longer, spending more, and saving less.  I can help you meet your needs by providing you with a long-term borrowing solution that will meet your needs.