Small Business Planning

Achieve your Financial Goals, Call Us at (708) 794-8700 Today!

Business Retirement, Tax Shelters, Tax Free Income Receive Income with Guaranteed Safety, Call Today

  • Small Business Plan
  • Tax Free Income
  • Tax Shelters
  • Executive Bonus Plan
  • Business meeting

  • How would you like a tax strategy that allows you to add benefits for your Business Employees and Contract Staff at little or no cost to your business?

    • Select specific employees (or all) and include business owner as participants

    • Provide incentives to reward and retain key employees

    • Business Owner and Key Employees receive a valuable benefit

    • Tax-deductible to the company as compensation (verify with your accountant)

    • Simple to implement: no IRS approval required - I handle everything

    • Potential for retirement income through tax-free loans and withdrawals

    • Accelerated additional benefits in the event of a qualifying terminal, chronic, critical illness or critical injury

    • Heirs can receive an income tax-free death benefit

  • Call me and ask these important questions

    - How does it work?

    - How much will it cost my Business

    - How to Begin Enjoying Executive Benefits

    - How to Benefit from Your Executive Bonus Plan

    - Design your Benefits Package to include a tax-free death benefit for your heirs, or provide supplemental retirement income for you

    - Will you be able to write off any business paid premiums and simultaneously treat them as a bonus to employees as it funds personal life insurance?

Call Today and lets explore the value in additional benefits you can begin receiving!

CONTACT US