HOW CAN WE IMPROVE YOUR QUALITY OF LIFE?
We have tools to assist with:
1) Investing
2) Retirement Planning
3) Protecting Assets
4) Taking Your Business to the Next Level by Helping Your Employees Obtain More Benefits While Receiving Tax Benefits
5) Asset Management
An overview of the programs available to accomplish these goals:
1) Accounts Receivable Financing Program
WHAT IT DOES: Transforms non-performing assets (IOUs) into performing assets.
WHAT IT HELPS WITH: Investing Strategies, Retirement Planning, Protecting Assets from Creditors (bulletproof in most states).
2) 419e Program
WHAT IT DOES: Helps employers retain key employees by providing welfare benefit plans to the employees, which are tax deductible to the employer. Helps to create employee loyalty. Set up in a trust.
WHAT IT HELPS WITH: Taking your business to the next level. (increases welfare benefits for employees – disability, sickness, unemployment, post-retirement medical, death)
3) Magnifier Elite Program
WHAT IT DOES: Employer can carve out money for key employees, and it can be used to set aside money for supplemental retirement income or college funds.
WHAT IT HELPS WITH: Retirement Planning, Asset Management
4) Walton Grat Program
WHAT IT DOES: Preserving family wealth with an estate freeze. Preserve wealth from estate taxation by transferring the future growth of assets outside of a family’s estate today. (As used by the former Sam Walton, CEO of Walmart) . Set up in a trust.
WHAT IT HELPS WITH: Estate Planning, Asset Management, Retirement Planning, Premium Financing Exit Strategy, EVERYTHING
5) Premium Financing
WHAT IT DOES: Lending of funds to a person or company to cover the cost of an insurance premium.
WHAT IT HELPS WITH: Can be used to tap into your uninsured net worth to obtain additional wealth for your family, charity, or alma mater. Must have an exit strategy.
