Business | Individual | Trust
Business
• Single Employer Welfare Plan (SEWP)
~Retirement Companion Plan
~IRS Authorized Plan
~Highly Deductible (approximately 95%)
~Flexible Funding
~Post Retirement Medical expenses
Call for details
• Section 79 Permanent Benefit Plans
• Defined Benefit Plans
• 412 Plans
• Guaranteed 401k Plans
~Tax deductable contributions
~Tax deferred growth
~Guaranteed Minimum Growth
~Guaranteed No loss of principle and Gains
Call for details
• Key Man Policies
• Buy/Sell Agreements
• High Limit Disability Income Insurance
~Case by Case Customized Programs
~Protection for All Professions: Executives &
Business Owners, Attorneys, Doctors,
Entertainers, Athletes
~Monthly payments ranging from $10,000 to
$250,000 per month
~Lump Sum Payments ranging from $250,000 to $25,000,000
• Business Owners Exit Strategies
Individual
• Life Insurance
• Premium Financed Life Insurance
• Wealth Protection
• IRA's (ROTH & Traditional)
• Self Directed IRA's
• Educational Savings Plans
• Life Settlements
• Estate Planning
Trust Services
• Living
• Charitable Remainder (CRT)
• Charitable Lead (CLT)
• Special Needs
• Irrevocable Life Insurance Trust (ILIT)
• Wills
|
