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Free 412(i)
Feasibility Study
Tax, Litigation and Retirement Planning
  412 Split Funded Defined Benefit Plan
  Captive Insurance
  Premium Financing
  Corporate Charitable Planning
  Family Limited Partnership
  Survivorship Stand-By Trusts
  Qualified Money Conversions
 
  A Qualified Plan Consultant will prepare a custom 412 Plan Feasibility study for your business or practice based upon your unique goals and circumstances and your business’s cash flow.  
  Bert Cutler bert@taxstrategy.com

Tel: 800.808.4020 		 
     

Long Term Care Policies



For Executives And Key Employees

Put a Key Employee Long Term Care Insurance Program to work in your BUSINESS, protecting your Executive Team and Key Employees, and providing peace of mind to their families.

Submit the form below for information about planning for your Long Term Care with the most advantageous Tax considerations.

  • In the next 12 months, One in five Americans over 50 is at risk of needing long term care services.
  • People under 65 receive 43 percent of the long term care services in the United States.
  • Full-time, live-in, home health care costs now average over $50,000 annually.
  • Nursing home rates are over $40,000 annually.

Executive & Key Employee Benefits

  • Company paid premiums are not included in employee income
  • Resolves personal financial risk of costly long-term care
  • Policy can be paid-up before retirement - improving retirement finances
  • Helps to protect estate assets for heirs
  • Dependents may be included in the plan
  • Completes an integral part of a comprehensive financial plan

Company Benefits 

  • Premiums are tax deductible
  • Premium discounts available for "endorsed" plans
  • Employer selects participants
  • Nonforfeiture Option could result in return of premiums
  • May help avoid retained earnings penalty tax problems

Steps To Successful Plan Implementation

  1. Establish the Endorsed Group
  2. Select the Plan Participants
  3. Design the Plan, Options, Premium
  4. Create Plan Document
  5. Apply for Coverage
Complete and submit the form below and let the Financial Experts at Wealth Preservation Strategies assist with implementing the optimum Long Term Care Insurance Program for your BUSINESS, EXECUTIVES & KEY EMPLOYEES



Submit the form below for information about planning for your Long Term Care with the most advantageous Tax considerations.

Without any obligation I would like more information about:
 
Your Name:
   
            (Last Name)                     (First Name)                     (Middle Name)         
Age:
E-mail Address:
Spouse Name:
   
            (Last Name)                     (First Name)                (Middle Name)         
 Age:
Desired Benefit Amount:
                 
Company or P.A.:
Street Address:
City:
State:
Zip:
Phone Number:
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Fax: -  -
Best Time to call:
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Additional Message and/or Comments:
  
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PENSION PROFESSIONALS OF FLORIDA
111 Aleta Drive
Belleair Beach, FL 33786
(727) 538-7762 . (800) 433-9667
FAX (800) 967-5109
Pension Professionals of Florida Tel: (727) 538-7762. (800) 433-9667 Fax: (800) 967-5109
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