Insurance

Maximizing Your Pension - If you are a member of a pension plan, you will have to make some choices when it comes to the amount of monthly income you will receive when you retire. The choice you make could significantly reduce your income.
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Charitable Insurance - “Creating an immediate and substantial Charitable bequest!” Is it one of your desires to create a charitable gift through regular accumulation, and have that gift donated at death?
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Corporate Split Dollar - “Use a Tax Sheltered plan to enhance a Key Employee’s benefit package!”
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Income Generator - “Generating additional retirement income through tax sheltered accumulation!”
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Income Shelter - “Pay tax on what you Earn – not on what you Save!”
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Insured Inheritance - Is one of your financial objectives to reduce the income taxes you are paying on assets you now own? Are you thinking that those could be passed on to your heirs or to a favorite grandchild?
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Insured Retirement - “Generating additional retirement income by rearranging assets!”
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