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AIB | QL Analysis Request

AIB's Advanced Services works with select carriers that permit policy ownership to be a Qualified Plan (401(k) or  Defined Benefit Plan)

Qualified Life Analysis 

In order to get your Qualified Life Insurance Analysis report & review, we will need as much of the following information as possible. 

Qualified Life Analysis Request 

Employer Name or Plan Name off your plan statement

Plan type Roth or Traditional
Roth
Traditional
We have both types

Example: $250 per month or $3,000 per year.

$15,000 or $10,000 Contribution and $5,000 Employer Match

Advanced-Corp.com, Trading, Ninja Trader, Scalp Trader, Trading Room

Advanced Insurance Brokerage | advanced-ib.com​ 

55 East Monroe Street, 38th Floor | Chicago, IL 60603

Phone (312) 882-8717

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