Private Pension Plan
Retirement and family security based
on a properly structured life insurance platform.
The “3-legged stool” pension plan is dead. Its’ demise can be attributed to the elimination of company-sponsored pension plans, employer matched tax deferred offerings and the extinction of the social security system. In years of late, it has become an increasingly heavier load on the employee to secure a retirement, of any kind.
Fortunately there exists a simple and effective path to choose. One which offers a guarantee of zero loss of an insured’s principal, asset protection against unforeseen legal affairs, powerful and easily accessible living benefits and ultimately, IRS protected tax-free growth. Simply known, as our Private Pension Plan.
Financial investment offerings are plentiful and littered with dangers. From greedy advisors paid on the amount of money a client invests, to the haphazard manner in which they manage, or, mismanage, a client’s retirement account. With so many landmines between you and your comfortable retirement, what are you to do?
What exactly does that mean?
In the industry, it means “bragging rights”. In our company, it means, success for our clients, one at a time. When the needs and desires of every person we work with are discovered, we can then formulate and build the proper vehicle to take them safely to their destination.