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Securing Employees' Retirement

Win the ever-intensifying war for retention & talent by providing:

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Potential future LIFETIME cash flow payments to your employees. A retirement that pays them again and again, for as long as they live!

Supplemental Retirement Benefits

Family/Beneficiary Payment

Life insurance payout to families/beneficiaries when employees pass away.

Finding a Better Way

  • Enhance and protect long term growth using Structured Products and the Prestige Strategy™

  • Increase rate of return with diminished risk and lower taxes

  • Reduce, or eliminate, the portfolio drag of fees, taxes, withdrawals and lost opportunity costs

  • Attracting and retaining key talent – how to win the ever-intensifying war for talent

  • Navigating financial challenges following the retirement or unexpected passing of a key employee

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AT NO COST TO YOUR EMPLOYEES AND AT A RELATIVELY LOW COST TO YOUR COMPANY!

Premium Finance Life Insurance

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Corporate Owned Life Insurance (COLI)

Available for organizations with a minimum valuation of $15 million and owners, executives & key employees earning $100,000+ gross income. Many major corporations, including banks, use life insurance strategies in their financial portfolios.

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Take the First Steps Toward Lasting Financial Security

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