TEI Solutions Information

We help planners create more tax-efficient portfolios for their clients. We do the work that will make you even more valuable to your clients from design to implementation. TEI Solutions helps advisors understand how to maximize after-tax retirement income for their clients and maximize the amount of wealth transferred at the death after taxes. We have over 35 years of experience helping distributors, advisors, and planners grow their businesses. With unique experience working inside significant life insurance companies, we know how products are built and where 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.