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    • Never Taxed Retirement Distributions
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    • Learn The Basics: Fixed Index Annuities
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    • Ep1 What Consumers Should Know About Long-Term Care: Annuity-Based LTC
    • Ep2 What Consumers Should Know About Long-Term Care: Paying for LTC w/ Term Life
    • Ep3 What Consumers Should Know About Long-Term Care: Combing Life Insurance & LTC Insurance
    • Ep5 What Consumers Should Know About Long-Term Care: IRA Based LTC
    • Paying for LTC with Tax-Free Benefits- Deeper Dive
    • Ep4 What Consumers Should Know About Long-Term Care: Fixed Index Annuity- LTC
    • Tax Free Benefits for Long-Term Care In A Post Covid World
    • Why Review Your Company 401k
    • Managing Estate Taxes
    • Learn How Wealth Transfer Works And Protects Your Heirs From The Tax Time Bomb
    • Strategic Risk Management for Pre-Retirees
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Menu
  • Home
  • About
  • Contact
  • Services
    • Business Solutions
    • Personal Solutions
  • Blog
    • Safe vs Better Returns. Can You Have Both?
    • Dispelling Annuity Myths
    • Free Annuity Performance Review
    • 8 Wealth Belief Pillars
    • Taxes On Your Social Security Benefit
    • How Long Can You Afford Retirement
    • Safe vs Better Returns. Can You Have Both?
    • Never Taxed Retirement Distributions
    • Learn The Basics: Fixed Index Annuities
    • Why Review Your Company 401k
    • Managing Estate Taxes
    • Is Your Estate Plan Liquid?
    • Understanding the Law Allowing Banks to Seize Bank Accounts and Assets
    • Dispelling Annuity Myths
    • 101 Reasons To Use LegalShield For Your Business
    • Gun Owner Supplement LegalShield
    • 5 Financial Hazards In Retirement
    • 8 Wealth Belief Pillars
    • Taxes On Your Social Security Benefit
    • How Long Can You Afford Retirement
    • What The Secure Act Means For Your Retirement
    • 7 Realities of RMD
    • Learn The Basics: Fixed Index Annuities
    • Develop Your Own Pension Plan
    • Estate Planning
    • Retirement Risk Check-Up
    • Taxes On Your Social Security Benefit
    • Never Taxed Retirement Distributions
    • Managing Estate Taxes
    • Learn How Wealth Transfer Works And Protects Your Heirs From The Tax Time Bomb
    • Strategic Risk Management for Retirees
    • Free Annuity Performance Review
    • What Tennesseans need to know about paying for LTC or HHC.
  • Video
    • Learn The Basics: Fixed Index Annuities
    • The CD Alternative: Why MYGA’s ?
    • Develop Your Own Pension Plan
    • Why Life Insurance
    • Learn How Wealth Transfer Works And Protects Your Heirs From The Tax Time Bomb
    • Ep1 What Consumers Should Know About Long-Term Care: Annuity-Based LTC
    • Ep2 What Consumers Should Know About Long-Term Care: Paying for LTC w/ Term Life
    • Ep3 What Consumers Should Know About Long-Term Care: Combing Life Insurance & LTC Insurance
    • Ep5 What Consumers Should Know About Long-Term Care: IRA Based LTC
    • Paying for LTC with Tax-Free Benefits- Deeper Dive
    • Ep4 What Consumers Should Know About Long-Term Care: Fixed Index Annuity- LTC
    • Tax Free Benefits for Long-Term Care In A Post Covid World
    • Why Review Your Company 401k
    • Managing Estate Taxes
    • Learn How Wealth Transfer Works And Protects Your Heirs From The Tax Time Bomb
    • Strategic Risk Management for Pre-Retirees
  • My Bookings
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  • Home
  • Personal Solutions
  • Business Solutions
  • Resources
  • LegalShield
  • Contact
  • About
  • Library
    • Financial Check Up
      • Download Free e-book: Tax Free Solutions for LTC
      • Free Annuity Performance Review
      • Tax Free Benefits for LTC
      • Important Estate Plan Components
      • Retirement Risk Check-Up
      • Is Your Estate Plan Liquid?
    • Estate Planning
      • 10 Avoidable Estate Planning Mistakes
      • Is Your Estate Plan Properly Updated?
      • Our Estate Planning Services
      • Important Estate Plan Components
      • Addressing Potential Liability in Trust-Owned Life Insurance (TOLI) Management
    • Free LTC eBook
    • Long Term Care
      • Ep1 What Consumers Should Know About Long-Term Care: Annuity-Based LTC
      • Ep2 What Consumers Should Know About Long-Term Care: Paying for LTC w/ Term Life
      • Ep3 What Consumers Should Know About Long-Term Care: Combing Life Insurance & LTC Insurance
      • Ep5 What Consumers Should Know About Long-Term Care: IRA Based LTC
      • Paying for LTC with Tax-Free Benefits- Deeper Dive
      • Ep4 What Consumers Should Know About Long-Term Care: Fixed Index Annuity- LTC
      • Strategic Risk Management for Retirees
      • Tax Free Benefits for Long-Term Care In A Post Covid World
      • What is Asset Based Long Term Care?
      • Why Understanding Your Long-Term Care Options is Crucial
    • Editors Picks
      • 8 Wealth Belief Pillars
      • Taxes On Your Social Security Benefit
      • How Long Can You Afford Retirement
      • Safe vs Better Returns. Can You Have Both?
      • Never Taxed Retirement Distributions
      • Learn The Basics: Fixed Index Annuities
      • Why Review Your Company 401k
      • Managing Estate Taxes
      • Is Your Estate Plan Liquid?
      • Understanding the Law Allowing Banks to Seize Bank Accounts and Assets
Menu
  • Home
  • Personal Solutions
  • Business Solutions
  • Resources
  • LegalShield
  • Contact
  • About
  • Library
    • Financial Check Up
      • Download Free e-book: Tax Free Solutions for LTC
      • Free Annuity Performance Review
      • Tax Free Benefits for LTC
      • Important Estate Plan Components
      • Retirement Risk Check-Up
      • Is Your Estate Plan Liquid?
    • Estate Planning
      • 10 Avoidable Estate Planning Mistakes
      • Is Your Estate Plan Properly Updated?
      • Our Estate Planning Services
      • Important Estate Plan Components
      • Addressing Potential Liability in Trust-Owned Life Insurance (TOLI) Management
    • Free LTC eBook
    • Long Term Care
      • Ep1 What Consumers Should Know About Long-Term Care: Annuity-Based LTC
      • Ep2 What Consumers Should Know About Long-Term Care: Paying for LTC w/ Term Life
      • Ep3 What Consumers Should Know About Long-Term Care: Combing Life Insurance & LTC Insurance
      • Ep5 What Consumers Should Know About Long-Term Care: IRA Based LTC
      • Paying for LTC with Tax-Free Benefits- Deeper Dive
      • Ep4 What Consumers Should Know About Long-Term Care: Fixed Index Annuity- LTC
      • Strategic Risk Management for Retirees
      • Tax Free Benefits for Long-Term Care In A Post Covid World
      • What is Asset Based Long Term Care?
      • Why Understanding Your Long-Term Care Options is Crucial
    • Editors Picks
      • 8 Wealth Belief Pillars
      • Taxes On Your Social Security Benefit
      • How Long Can You Afford Retirement
      • Safe vs Better Returns. Can You Have Both?
      • Never Taxed Retirement Distributions
      • Learn The Basics: Fixed Index Annuities
      • Why Review Your Company 401k
      • Managing Estate Taxes
      • Is Your Estate Plan Liquid?
      • Understanding the Law Allowing Banks to Seize Bank Accounts and Assets
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  • Home
  • Personal Solutions
  • Business Solutions
  • Resources
  • LegalShield
  • Contact
  • About
  • Library
    • Financial Check Up
      • Download Free e-book: Tax Free Solutions for LTC
      • Free Annuity Performance Review
      • Tax Free Benefits for LTC
      • Important Estate Plan Components
      • Retirement Risk Check-Up
      • Is Your Estate Plan Liquid?
    • Estate Planning
      • 10 Avoidable Estate Planning Mistakes
      • Is Your Estate Plan Properly Updated?
      • Our Estate Planning Services
      • Important Estate Plan Components
      • Addressing Potential Liability in Trust-Owned Life Insurance (TOLI) Management
    • Free LTC eBook
    • Long Term Care
      • Ep1 What Consumers Should Know About Long-Term Care: Annuity-Based LTC
      • Ep2 What Consumers Should Know About Long-Term Care: Paying for LTC w/ Term Life
      • Ep3 What Consumers Should Know About Long-Term Care: Combing Life Insurance & LTC Insurance
      • Ep5 What Consumers Should Know About Long-Term Care: IRA Based LTC
      • Paying for LTC with Tax-Free Benefits- Deeper Dive
      • Ep4 What Consumers Should Know About Long-Term Care: Fixed Index Annuity- LTC
      • Strategic Risk Management for Retirees
      • Tax Free Benefits for Long-Term Care In A Post Covid World
      • What is Asset Based Long Term Care?
      • Why Understanding Your Long-Term Care Options is Crucial
    • Editors Picks
      • 8 Wealth Belief Pillars
      • Taxes On Your Social Security Benefit
      • How Long Can You Afford Retirement
      • Safe vs Better Returns. Can You Have Both?
      • Never Taxed Retirement Distributions
      • Learn The Basics: Fixed Index Annuities
      • Why Review Your Company 401k
      • Managing Estate Taxes
      • Is Your Estate Plan Liquid?
      • Understanding the Law Allowing Banks to Seize Bank Accounts and Assets
Menu
  • Home
  • Personal Solutions
  • Business Solutions
  • Resources
  • LegalShield
  • Contact
  • About
  • Library
    • Financial Check Up
      • Download Free e-book: Tax Free Solutions for LTC
      • Free Annuity Performance Review
      • Tax Free Benefits for LTC
      • Important Estate Plan Components
      • Retirement Risk Check-Up
      • Is Your Estate Plan Liquid?
    • Estate Planning
      • 10 Avoidable Estate Planning Mistakes
      • Is Your Estate Plan Properly Updated?
      • Our Estate Planning Services
      • Important Estate Plan Components
      • Addressing Potential Liability in Trust-Owned Life Insurance (TOLI) Management
    • Free LTC eBook
    • Long Term Care
      • Ep1 What Consumers Should Know About Long-Term Care: Annuity-Based LTC
      • Ep2 What Consumers Should Know About Long-Term Care: Paying for LTC w/ Term Life
      • Ep3 What Consumers Should Know About Long-Term Care: Combing Life Insurance & LTC Insurance
      • Ep5 What Consumers Should Know About Long-Term Care: IRA Based LTC
      • Paying for LTC with Tax-Free Benefits- Deeper Dive
      • Ep4 What Consumers Should Know About Long-Term Care: Fixed Index Annuity- LTC
      • Strategic Risk Management for Retirees
      • Tax Free Benefits for Long-Term Care In A Post Covid World
      • What is Asset Based Long Term Care?
      • Why Understanding Your Long-Term Care Options is Crucial
    • Editors Picks
      • 8 Wealth Belief Pillars
      • Taxes On Your Social Security Benefit
      • How Long Can You Afford Retirement
      • Safe vs Better Returns. Can You Have Both?
      • Never Taxed Retirement Distributions
      • Learn The Basics: Fixed Index Annuities
      • Why Review Your Company 401k
      • Managing Estate Taxes
      • Is Your Estate Plan Liquid?
      • Understanding the Law Allowing Banks to Seize Bank Accounts and Assets
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9041 Executive Park Drive, Suite 250, 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.

Disclaimer

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

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