1 of 8

Slide Notes

DownloadGo Live

Section 79 SFSP-GCC 6-18-13

Published on Dec 01, 2015

No Description

PRESENTATION OUTLINE

SECTION 79: THE BASICS

DAVID ROSUCK, CLU, REGIONAL VP, PACIFIC LIFE

what is A SECTION 79 PERMANENT BENEFIT PLAN?

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

why consider a section 79 plan?

IN CASE YOU MISSED IT, TAXES HAVE INCREASED!

SECTION 79

?

AN EXAMPLE

SWFG IS AN EXPERT TPA FOR SECTION 79

OTHER OPTIONS?

OTHER OPTIONS?

NEXT STEP

WHAT TO DO NEXT?

questions?

THANK YOU VERY MUCH!
Photo by mikecogh

MORE DECKS BY THIS AUTHOR

Love

83 views

Zoey

110 views

Title

135 views

Marko Castillo

136 views

Justin Lee

101 views