1 of 8

Slide Notes

DownloadGo Live

Section 79 SFSP-GCC 6-18-13

Published on Dec 01, 2015

No Description

View Outline

MORE DECKS TO EXPLORE

PRESENTATION OUTLINE

1.

SECTION 79: THE BASICS

DAVID ROSUCK, CLU, REGIONAL VP, PACIFIC LIFE
2.

what is A SECTION 79 PERMANENT BENEFIT PLAN?

IT'S KIND OF LIKE A SECTION 162 EXECUTIVE BONUS PLAN WITH MORE TAX ADVANTAGES
3.

why consider a section 79 plan?

IN CASE YOU MISSED IT, TAXES HAVE INCREASED!
4.

SECTION 79

?
5.

AN EXAMPLE

SWFG IS AN EXPERT TPA FOR SECTION 79
6.

OTHER OPTIONS?

OTHER OPTIONS?
7.

NEXT STEP

WHAT TO DO NEXT?
8.

questions?

THANK YOU VERY MUCH!
Photo by mikecogh

David Rosuck

www.pacificlife.com