My professional path has been very unique. I was a very early adopter and pioneer in what today is known as income planning. Income planning is simply the mathematical sequencing of accounts to create a predictable income expected to be significantly greater than the current prevailing interest rates available. With the added benefit of providing income guaranteed for life. I evolved that model and today consider myself to be on the forefront and the leading expert in tax and actuarial arbitrage. Today, what I can do is help people and business owners profit from the difference between the way their money is treated for tax purposes. Actuarially, I help them realize profits by reversing the traditional use of certain insurance contracts creating high guaranteed rates of return for my clients resulting in a much greater retirement income.
With a unique practice model and a level of notoriety in the industry my firm was acquired by a publically traded company National Financial Partners (NYSE Symbol: NFP) for stock and cash valued at over $1,000,000 when I was 29 years old. In 2008, when the market tanked I purchased my firm back from NFP and remain independent to this day.
I've also been hired to train financial advisors by some of the largest insurance distribution companies in the country. These firms produce three to five billion dollars of annuity and equivalent life insurance sales per year.
I've authored three financial planning books: To find out more about Matt Zagula and his unique approach to creating a Smart Retirement, please visit www.zagulamanagement.com
