Employee & Employer Benefit Savings Program
Using IRS Rule 7702 –For the Employer and the Executive Bonus programs or for you as an employee to help you take charge of your savings – use the Universal Index life product with the right company. Grow your family’s wealth with future tax free access, current immediate living benefits for your beneficiary(s), have market downside protection annually, compounding interest annually credited, and a plan for lifetime retirement income tax free.
Quality Employment Insurance Plans
Living Benefits
Your 401k plan does not provide living benefits and has no death benefit to exceed account value! Get your current plan reviewed ( did you lose any money so far, realized or unrealized)? Why not learn how you can instead grow your wealth with tax free access in the future and give you higher paid benefits in the event of activating accelerated death benefits if ever needed (e.g. chronic, critical or terminal illness) to protect your finances along the way?
Savings and Estimated Outcome
Joseph and John suggest max savings the first 10 years. Let us give you your illustration and education – knowledge plus action is power!
Reach out to us for your employees
Because of IRS Rule 7702 and the right carrier, let your employees know that you are referring them to us to learn more and to be able to harness tax free access and living benefits that can only be offered from a life insurance company that is the only kind of company able to use IRS Rule 7702.
Joseph
Life Insurance Agent
Ca License #
0e24871
Schedule a Meeting with John
For your strategy session call or Zoom meeting one on one, and for your illustration to be sent to you.
Call us for your illustration appointment educational call
Joseph Donnantuoni
CMPTM
“FRC℠, Inc. has ownership of the FRC℠ logo, and the FRC℠ and Federal Retirement Consultant℠ symbols within the United States, which it grants to those individuals who successfully complete and maintain certification.”