Maximize saving potential by utilizing pre-tax compensation without being restrained by limitations of traditional qualified retirement plans and enjoy tax-free income.
Take a business deduction on the front
end and receive tax-free income on the
back end, without needing a defined
Designed for Medical Professionals seeking a way to save utilizing pre-tax compensation, yet able to access a tax-free retirement income stream.
Providing a solution to offset the tax burdens from capital gains or costly ordinary income tax liability, enabling you to keep the entire value working for you.
Enjoy tax-free growth and tax-free income. Designed to maximize the output of retirement income by minimizing the
effects of market volatility and taxes.
Enabling those with 401ks, IRAs and other Qualified Plans to take distributions while offsetting the tax burden entirely, providing greater retirement income.
Newer term life products allow you to
enjoy benefits while you are living. If you
get sick or injured, tap into your term life
policy for a tax-free living benefit.
Bills don’t stop because you got injured.
Often overlooked, disability coverage steps in when you cannot work to make sure that the bills get paid.
Long Term Care coverage provides peace
of mind that you will be able to live on
your terms without being a burden to your
family later in life.
Our team is wholly dedicated to providing you with personal,
customized solutions to best support your planning goals.
EFS Life is a holistic advisory firm with specialization in tax efficient solutions.
901 North Lake Destiny Rd, Maitland, Florida 32751, United States
Monday - Friday: 9am - 5pm EST
Copyright © 2023 EFSLife - All Rights Reserved. ENHANCED FUNDING SOLUTIONS LLC (EFS) AND EFS LIFE LLC (EFS LIFE) PROGRAMS, STRATEGIES, SOLUTIONS, AND PLATFORMS ARE NOT INTENDED TO BE INVESTMENT ADVICE OR A RECOMMENDATION OF ANY STOCK OR INDEX. PURCHASING LIFE INSURANCE CAN BE VOLATILE AND INVOLVES RISK, INCLUDING LOSS OF PRINCIPAL. CONSIDER YOUR INDIVIDUAL CIRCUMSTANCES PRIOR TO ACQUIRING ANY LIFE INSURANCE. LIFE INSURANCE POLICIES ARE NOT AN “INVESTMENT” OR “MARKETABLE SECURITIES PRODUCT”, IT IS AN INSURANCE PRODUCT. ALL ASSUMPTIONS MADE BY EFS AND/OR EFS LIFE IN EXAMPLES, WEBINARS, ALL MEDIA FORMATS, SAMPLE SOLUTIONS, AND FORMAL SOLUTIONS ARE HYPOTHETICAL SCENARIOS USING HYPOTHETICALLY CONSTRUCTED PERIODS OF TIME WITH HISTORICAL RETURNS AND LOOKBACK INDEX PERFORMANCE, HOWEVER FOR THE PURPOSES OF MODELING COMPARISONS, ALL DATA ILLUSTRATED IN THESE COMPARISONS IS PURELY HYPOTHETICAL AND DOES NOT REPRESENT ANY SPECIFIC INVESTMENT PORTFOLIOS, INDEX, OR INVESTMENTS. THE FINANCED PREMIUM AND/OR FINANCED TAX LIABILITY LENDING RATES USED IN ALL HYPOTHETICAL MODELS ARE BASED ON A LENDER PROVIDED BENCHMARK AND IS SUBJECT TO CHANGE AT ANY TIME. RATES ARE NOT GUARANTEED OR “LOCKED” UNTIL LOAN DOCUMENTS ARE FURNISHED AND COUNTERSIGNED. THERE SHALL BE NOTHING ON THIS SITE, IN ANY DOCUMENT, OR MEDIA MEDIUM PROVIDED BY EFS AND/OR EFS LIFE THAT SHALL BE MISINTERPRETED AS PRESENTING ANY SORT OF GUARANTEE OF PERFORMANCE. ALL PORTFOLIO OR FUND RETURNS MAY VARY, AND THERE IS NO PROMISE OF IMPLICATION THAT THE PERFORMANCE SHOWN BY EFS AND/OR EFS LIFE IN HYPOTHETICAL FUNDS WITHIN THIS SITE, IN ANY DOCUMENT, OR MEDIA MEDIUM PROVIDED BY EFS AND/OR EFS LIFE WOULD BE THE SAME OR SIMILAR TO ACTUAL PRESENT OR FUTURE PERFORMANCE. THERE SHALL BE NOTHING ON THIS SITE, IN ANY DOCUMENT, OR MEDIA MEDIUM PROVIDED BY EFS AND/OR EFS LIFE THAT SHALL BE MISINTERPRETED AS GIVING TAX ADVICE OR INVESTMENT ADVICE. ENHANCED FUNDING SOLUTIONS LLC (EFS) AND/OR EFS LIFE LLC (EFS LIFE) ARE NEITHER A CPA FIRM, TAX ATTORNEY NOR A SECURITIES-LICENSED ENTITIES. EFS AND/OR EFS LIFE ARE UNBIASED CONSULTING LIFE INSURANCE FIRMS. EFS AND/OR EFS LIFE HAS RELATIONSHIPS WITH LENDERS AND FINANCIAL INSTITUTIONS AND OFTEN MAKES INTRODUCTIONS AND FACILITATES RELATIONSHIPS BETWEEN CLIENTS AND SUCH LENDERS AND FINANCIAL INSTITUTIONS, AND SUCH PARTIES MAY ENGAGE TO DO BUSINESS TOGETHER. AS THE LIFE INSURANCE POLICY OWNER/TRUSTEE/APPROVED OFFICER OF THE COMPANY-OWNED OR INDIVIDUALLY OWNED POLICY, UNDERSTAND THAT THE DUAL PURPOSE OF LIFE INSURANCE SOLUTIONS REPRESENTED IN ANY DOCUMENT, OR MEDIA MEDIUM PROVIDED BY EFS AND/OR EFS LIFE ARE BOTH FOR THE DEATH BENEFIT AND FOR THE LONG TERM CASH VALUE ACCUMULATION, AND THAT FINANCIAL AND TAX PLANNING PROFESSIONAL(S) SHOULD BE CONSULTED TO VALIDATE THAT A LIFE INSURANCE POLICY BEING RECOMMENDED BY EFS AND/OR EFS LIFE IS APPROPRIATE FOR THE POLICY OWNER’S INCOME, NET WORTH, FUTURE EARNING POTENTIAL, AND THAT IT IS SUITABLE FOR THE FINANCIAL NEEDS OF THE POLICY OWNER’S BENEFICIARY(S). THE BENEFITS AND VALUES SHOWN ON THIS SITE AND IN ANY AND ALL PLATFORMS, PROGRAMS, SOLUTIONS, MEDIA MEDIUMS, COLLATERAL PIECES ARE NOT GUARANTEED. THE ASSUMPTIONS ON WHICH THEY ARE BASED ARE SUBJECT TO CHANGE BY THE INSURER. ACTUAL RESULTS MAY BE MORE OR LESS FAVORABLE. ALL PLATFORMS, PROGRAMS, SOLUTIONS, MEDIA MEDIUMS, COLLATERAL PIECES ARE NOT VALID UNLESS ACCOMPANIED BY A COMPLETE INSURANCE COMPANY ILLUSTRATION. PLEASE SEE THE FULL ILLUSTRATION FOR GUARANTEED VALUES AND OTHER IMPORTANT INFORMATION. THE PREMIUM FINANCE ARRANGEMENT IS OFFERED BY ENHANCED FUNDING SOLUTIONS LLC. THE TAX FINANCE ARRANGEMENT IS OFFERED BY EFS LIFE LLC. THE INSURANCE CARRIER IS BOUND ONLY BY THE TERM OF THE LIFE INSURANCE CONTRACTS IT ISSUES.
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