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Tax Efficient Income  
Solutions

We help planners create more tax efficient portfolios for their clients. From design to implementation, we do the work that will make you even more valuable to your clients.

 

About Us

TEI Solutions helps advisors understand how to maximize after tax retirement income for their clients and/or maximize the amount of wealth transferred at death after taxes. 

We have over 35 years of experience helping distributors, advisors and planners grow their business.  With unique experience working inside major life insurance companies, we know how products are built and where the opportunities exist to maximize the value of those products.

We represent a unique no load life insurance product exclusively offered By Nationwide Insurance.   The product incorporates simple life insurance protection with the tax free build up, tax free distributions, and tax free wealth transfer of life insurance. Our services include Life Insurance policy reviews, point of sale support, application processing, and policy management. 

Registered Representative of The Leaders Group, inc..  Member FINRA/SIPC

 

TEI Partners

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Troy Anderson

PARTNER

Click here to read BIO

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Jennifer Anderson

PARTNER

Click here to read BIO

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