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

Small Business Plan
Tax Exempt Income
Tax Deferred Shelters
Executive Bonus Plan

How would you like a tax-advantaged strategy that allows you to... Implement your plan, apply for insurance, identify participants and add benefits for your Business Employees and Contract Staff?

• Flexible contributions and multiple designs are available

• May select among employees and may include business owner employee as a participant

• Bonused dollars are tax-deductible to the company as compensation

• Simple to implement: no IRS approval required

• Provide incentives to reward and retain key employees Benefits to Business Owner and Key Employees

• Receive a valuable benefit

• Participant owns the life insurance policy and selects their beneficiary

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

• Accelerated benefit riders offer access to the death benefit in the event of a qualifying terminal, chronic, critical illness or critical injury

• Determine the amount and time of distribution

• Cost for this program may be less than other types of arrangements

• Heirs receive an income tax-free death benefit*

• You may be able to pay income tax that is due on the bonus using loans and withdrawals from the policy An Executive Bonus Plan helps you stand apart from the competition by providing meaningful benefits to you and your employees.

Call me and ask these important questions:

- How it Works
- How Much Will it Cost my Business
- How to Begin Enjoying Executive Benefits
- How to Benefit from Your Executive Bonus Plan
- Design your plan Participant has tax-free death benefit for heirs, or potential for supplemental retirement income through policy loans and withdrawals
- Write off Business paid premiums to the insurance company and treats it as a bonus to the participant to fund personal life insurance
- Did you Know Life insurance accumulates cash value that may be used by the participant to pay the taxes on the bonus?

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