Executive Retirement Plan

EXECUTIVE RETIREMENT PLAN

The Business Owner Retirement Plan/Executive Retirement Plan is a patented proprietary retirement program that was created and designed exclusively for Business Owners & Equity Partners ONLY.

It is a "non- qualified" plan and as such does not have any of the restrictions of the IRS plans you are most familiar with such as the IRA, IRA Simple, Roth IRA and of course the 401K. However, it offers all of the tax advantages of those plans and substantially greater benefits to you.

Highlights are:

1. You'll have a substantial lump sum- UP FRONT- working for you and earning interest instead of saving for years. Resulting in higher dollar returns. It's math.

2. No Market Risk. Stock market -like returns with downside capped for preservation of your principal. Vital in a long term approach.

3. Safety. Only A rated financial institutions are used.

4. Tax Deductible contributions, Tax Free wealth accumulation AND Tax Free income at retirement. *

5. 2x MORE net income in retirement than conventional plans.

Ideal for professionals- Doctors, Attorneys, CPAs, as well as Business Owners across all industries. We understand that executives and business owners from different lines have different goals for their retirement, succession and Exit Plans and we custom design the strategy to meet your needs.

772-210-8787