Quality Quote Insurance Solutions, a San Francisco-based insurance consulting brokerage firm, announces a strategic partnership that will allow it to market the Qualified Leverage Strategy (QLS) to the Bay Area and surrounding areas.
The Qualified Leverage Strategy (QLS) is an innovative approach to accessing money from a qualified retirement plan that transforms taxation of assets both inside and outside of the retirement plan.
The strategy is designed to minimize the tax impact on qualified plan assets and increase the value and transferability of traditional assets. The benefits of this planning may include reduced taxes, maximized wealth transfer to heirs, increased philanthropy, and greater retirement income.
"We are thrilled to align ourselves with the talented QLS team," said Wayne McClintock, Quality Quote Insurance Solutions Executive Managing Director & Co-Founder. "This strategy is profound and will allow QQIS to provide valuable advanced planning solutions to the professional advisor community and the affluent clients they represent."
Quality Quote Insurance Solutions is an insurance consulting brokerage firm that offers innovative services and solutions to core advisor markets in and around the western United States with an emphasis on Bay Area and California markets.
Its experienced team provides compelling solutions to its core advisor markets: life insurance advisors, wealth management firms, estate planning attorneys, affluent family offices, trustees, and all other financial institutions.