Toll Free: 8668915651
Mon-Fri 9am to 7pm
Toll Free: 8668915651
ONTRACK FINANCIAL GROUP
9111 Cross Park Dr., D200. Knoxville TN 37923
Toll Free: 866-891-5651
Disclaimer:
ONTRACK FINANCIAL GROUP is a TN licensed life insurance agency. William Czerkies Jr, is the founder and CEO, and He is a licensed insurance agent for life, accident & health, and legal plans in Tennessee, and life insurance licenses in Florida, Georgia, Michigan, North Carolina, Tennessee and has been an Independent Associate for Legal Shield from 1999 to the present. We do not give legal or tax advice. Nothing on this website is to be construed as a recommendation. Any references to tax free, tax deferred, minimizing taxes, or tax options, are purely for discussion and educational purposes. Individual circumstances undoubtedly vary and how any particular insurance product or insurance strategy affect individual circumstances is something that each person should discuss with a qualified CPA or attorney that is intimately familiar with the product, service or strategy as it relates to the individual’s particular circumstances. Life insurance agents are required to have an understanding as to how each product could be or would be taxed in a general sense. There are certain circumstances that would allow for life insurance distributions to be treated as tax deferred or tax free. How it will apply a particular set of financial circumstances is for the individual to understand and seek tax advice through a CPA. Not all CPA’s or attorneys are familiar with the tax consequences or benefits of various insurance products. We have relationships with third party independent CPA’s and attorneys that we can refer clients to upon request for tax and legal advice as it relates to insurance products that we offer.
ONTRACK FINACIAL GROUP is a TN licensed life insurance agency. William Czerkies Jr, is the founder and CEO, and He is a licensed insurance agent for life, accident & health, and legal plans in Tennessee, and life insurance licenses in Florida, Georgia, Michigan, North Carolina, Tennessee and has been an Independent Associate for Legal Shield from 1999 to the present. We do not give legal or tax advice. Nothing on this website is to be construed as a recommendation. Any references to tax free, tax deferred, minimizing taxes, or tax options, are purely for discussion and educational purposes. Individual circumstances undoubtedly vary and how any particular insurance product or insurance strategy affect individual circumstances is something that each person should discuss with a qualified CPA or attorney that is intimately familiar with the product, service or strategy as it relates to the individual’s particular circumstances. Life insurance agents are required to have an understanding as to how each product could be or would be taxed in a general sense. There are certain circumstances that would allow for life insurance distributions to be treated as tax deferred or tax free. How it will apply a particular set of financial circumstances is for the individual to understand and seek tax advice through a CPA. Not all CPA’s or attorneys are familiar with the tax consequences or benefits of various insurance products. We have relationships with third party independent CPA’s and attorneys that we can refer clients to upon request for tax and legal advice as it relates to insurance products that we offer.
© 2019 -2021 ONTRACK FINANCIAL GROUP
Please confirm you want to block this member.
You will no longer be able to:
Please note: This action will also remove this member from your connections and send a report to the site admin. Please allow a few minutes for this process to complete.
Our CPA Platform is comprised of financial solutions that we make available through our CPA relationships. The CPA Platform provides details regarding specific financial products that can effectively reduce taxes for the end-user. If you are a CPA that would like more information regarding our CPA Platform, please contact us for more information.
only use this login if you have a CPA account with us.
