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The Executive Benefit Plan combines bank financing to match the contributions made by the  employers/executives to purchase a death benefit and maximize executive benefits. This plan allows employers/executives to get the same benefits for less money or more benefits for less money.

Benefits of Executive Plan

Just as you might finance a house or a car, you can now finance your benefits. The benefits most executives want and need are:

 

  • Additional cash to supplement retirement income

  • Tax Deferred Growth of the cash value

  • The means to obtain tax free Income from the policy cash value

  • Cash for a chronic disability

  • Cash for chronic care or long term care (LTC)

  • Cash if they become terminally ill

  • Tax Free Death Benefit for their heirs

 

 

Employers can offer all the above benefits to their executives as well as protect their business through these more effective solutions:

 

  • Living Buy/Sell

  • Living Key Man

  • Living Partner Buyout

 

 

Executive/Employer contributions are made to the plan for only five years. The financing portion matches the contribution the first five years and then takes over and pays the total contribution for the remaining five years.  The C-Level Executive Plan is secure, minimizes risk and is cost effective!

 

 

 

 

 

 

 

 

 

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