HEALTH
RETIREMENT
HEALTH
- ACA GROUP MEDICAL 100% Claims SURPLUS DIVIDEND
- 40-50% Savings vs
Fully Insured Plans
- 1099 and W-2 Employees
- $0 Deductible
- $0 Coinsurance
- GUARANTEED ISSUE PERMANENT LIFE to $75k
- GUARANTEED ISSUE
- TERM LIFE to $250K
- QUALIFIED PLAN LIFE INS.
- QUALIFIED LTC INS.
WEALTH
RETIREMENT
HEALTH
- NON QUALIFIED PLANS
- ROTH ONLY PLANS
- CONVERSIONS
- LEVERAGED Conversions
- BACK DOOR Conversions
- CAPITAL GAINS DEFERRAL
- LEGACY / DYNASTY TRUST
- COLI
- SPLIT DOLLAR PLANS
- QUALIFIED PLAN LIFE
- 3-X Tax-Advantaged
- Fund Survivor Income
- Fund Grandchildren
- Generational Wealth
- Legacy / Trust Funding
RETIREMENT
RETIREMENT
RETIREMENT
- QUALIFIED PLANS
- DEFINED CONTRIBUTION
- DEFINED BENEFIT
- CASH BALANCE
- IRA'S
- TRADITIONAL
- ROTH
- SEP IRA
- SIMPLE IRA
- PAYROLL DEDUCTION
- INHERITED IRA
- INCOME PLANNING
- Interest Only Payments
- Up to 8% Simple Interest
- Contractually Guaranteed
- SECURED
- RETURN OF PRINCIPAL