Guest Jim Brennan Posted July 23, 1999 Posted July 23, 1999 I recently saw some marketing materials promoting what is called "The Charlie Plan." This plan uses a Defined Benefit Plan with maximum life insurance and coordinates that with an ILIT containing a small policy which guarantees the insurability of the survivor. Looks interesting, but I'm usually a little wary when a marketing concept looks too good.Anyone familiar with this concept?
Guest Keith N Posted July 26, 1999 Posted July 26, 1999 send me an email directly and I can give you info about this "plan"
Guest rkosinski Posted September 23, 2010 Posted September 23, 2010 send me an email directly and I can give you info about this "plan" Hi I am looking at a "captive" charlie plan. What can you tell me about these?
Effen Posted September 23, 2010 Posted September 23, 2010 I know Charlie is still in business. Maybe you should just call him directly. The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice.
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