Call with Questions, Lets Talk | (708) 794-8700

Business Retirement, Tax Shelters, Tax Free Income

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Life Insurance for Key Employees
Pension Plans
Legacy Planning
Small Business Planning
Small Business Strategies

401k pension Small Business Plan
Tax Free Income
Tax Shelters
Executive Bonus Plan

1. 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

2. 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!

LaRoy Mack (708) 794-8700

Hear us every Thursday morning at 10:00am on Rejoice 102.3 FM