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Webinar | Protecting Your Profits – Upside Potential With Downside Protection –

Date/Time
Date(s) - 12/09/2021
10:00 am - 10:30 am

Location

Register below for a free 30-minute online webinar hosted by Billy Czerkies, CEO of Ontrack Financial Group.
Learn how you may Protect Your Profits with your savings and retirement funds with Powerful Accumulation.

The “Protecting Your Profits” webinar series contains segments of the in-person live events.
We will explain how certain index annuities offer downside protection and upside potential at the same time and will review illustrations with hypothetical back-tested results with average interest rates as high as 6%, 7%, and 8% over various 10 year periods.
Nothing will be sold on this webinar and is for information and educational purposes only.
At the end of the webinar, we will explain how you can schedule a no-obligation consultation with Billy Czerkies.

Register Here

This Form is for house hold registration. if you would like to bring a friend, please send them the link to this event or fill out the form again.

Bookings are closed for this event.

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Contact Us:

ONTRACK FINANCIAL GROUP
Office meetings can be scheduled upon request at:

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.

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