Broker Check

The Retirement Gamble

 The use of 401(k), IRA, 403(b), 457 and other traditional retirement plans cause a retirement income gap and place your retirement money at stock market risk.

These traditional plans have high fees and expenses that can be eliminated or reduced with Executive Non-Qualified Retirement (NQDR) Plans or Executive Non-Qualified Deferred Compensation (NQDC) Plans.

These plans are offered to Fortune 1000 Company Executives and key personnel because they are so ROBUST and provide 20% to 30% more income at retirement than 401(k), 403(b), IRA and 457 plans.

In Corporate America these plans are called Company Owned Life Insurance (COLI) Plans and in the Banking Industry they are called Bank Owned Life Insurance (BOLI) Plans.

Properly structured these plans can provide tax free or taxable retirement income and strategic tax planning strategies for individuals and businesses. 

There are also strategies to provide business owners with strategic tax planning strategies, plan cost recovery and tax deductions. 

This graph shows the performance of traditional retirement strategies, 401(k), IRA, 403(b) and 457 plans the red line vs using Non-Qualified Plans funded with institutionally priced Indexed Universal Life Insurance the blue line.   

Business owners and individuals can use our Protection Plan to provide an affordable ROBUST retirement plan for themselves and their employees.

Click the hashtag below and watch the video on the Lifestyle Protection Plan.   


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For more information contact us at 800-361-6542 or click the " More Info or Contact Us" link on this site.  

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