Skip to content
  • Home
  • About
  • Contact
  • Services
    • Business Solutions
    • Personal Solutions
  • Blog
    • Annuities
    • Editors Picks
    • F&G Life
    • LegalShield
    • Retirement
    • Tax Planning
  • Video
    • Annuity Videos
    • Life Insurance
    • LongTermCare Videos
    • Midland National Life
    • Qualified Plans
    • Taxes
  • My Bookings
Menu
  • Home
  • About
  • Contact
  • Services
    • Business Solutions
    • Personal Solutions
  • Blog
    • Annuities
    • Editors Picks
    • F&G Life
    • LegalShield
    • Retirement
    • Tax Planning
  • Video
    • Annuity Videos
    • Life Insurance
    • LongTermCare Videos
    • Midland National Life
    • Qualified Plans
    • Taxes
  • My Bookings
SCHEDULE A FREE CONSULTATION
SEND US AN EMAIL

[email protected]

GIVE US A CALL

Toll Free: 8668915651

OFFICE HOURS

Mon-Fri 9am to 7pm

GIVE US A CALL

Toll Free: 8668915651

  • Home
  • Personal Solutions
    • Annuity Quote
    • Annuity Posts
      • Protecting Your Profits
      • Safe vs Better Returns. Can You Have Both?
      • Dispelling Annuity Myths
      • How Downside Protection And Growth Potential Work Together
    • Annuity Videos
      • Protecting Your Profits
      • Develop Your Own Pension Plan
      • The CD Alternative: Why MYGA’s ?
      • Learn The Basics: Fixed Index Annuities
    • Estate Planning
      • How Liquid Is Your Estate Plan?
      • Estate Planning
    • Life Insurance
      • Safe vs Better Returns. Can You Have Both?
      • Learn How Wealth Transfer Works And Protects Your Heirs From The Tax Time Bomb
      • Why Life Insurance
    • Long Term Care
      • How Will You Pay For Long Term Care
      • Preventing Medical Bankruptcy
    • Retirement Planning
      • Financial & Estate Plan “Check-Up”
      • Taxes On Your Social Security Benefit
      • Protecting Your Profits- Overview
      • 7 Realities of RMD
      • Develop Your Own Pension Plan
      • Learn The Basics: Fixed Index Annuities
      • What The Secure Act Means For Your Retirement
      • How Long Can You Afford Retirement
      • 8 Wealth Belief Pillars
      • 5 Financial Hazards In Retirement
    • Tax Planning
      • Taxes On Your Social Security Benefit
      • Carefully Consider Taxes Before Contributing To A Financial Plan.
      • Learn How Wealth Transfer Works And Protects Your Heirs From The Tax Time Bomb
      • Managing Estate Taxes
    • LegalShield
      • LegalShield
      • IdShield
    • Resources
  • Business Solutions
    • Qualified Plans
    • Key Employee Retention
    • Key Person Insurance
    • Tax Planning
    • Buy Sell Agreements
    • Business Succession Planning
    • Premium Finance
  • Blog
    • Editors Picks
      • Is Your Estate Plan Liquid?
      • Taxes On Your Social Security Benefit
      • Safe vs Better Returns. Can You Have Both?
      • Carefully Consider Taxes Before Contributing To A Financial Plan.
      • Managing Estate Taxes
      • Why Review Your Company 401k
      • Preventing Medical Bankruptcy
      • Learn The Basics: Fixed Index Annuities
      • How Long Can You Afford Retirement
      • 8 Wealth Belief Pillars
    • LegalShield
      • Gun Owner Supplement LegalShield
      • 101 Reasons To Use LegalShield For Your Business
    • Retirement
      • Financial & Estate Plan “Check-Up”
      • Taxes On Your Social Security Benefit
      • Protecting Your Profits- Overview
      • 7 Realities of RMD
      • Develop Your Own Pension Plan
      • Learn The Basics: Fixed Index Annuities
      • What The Secure Act Means For Your Retirement
      • How Long Can You Afford Retirement
      • 8 Wealth Belief Pillars
      • 5 Financial Hazards In Retirement
    • Tax Planning
      • Taxes On Your Social Security Benefit
      • Carefully Consider Taxes Before Contributing To A Financial Plan.
      • Learn How Wealth Transfer Works And Protects Your Heirs From The Tax Time Bomb
      • Managing Estate Taxes
  • Events
    • Events
  • Members
    • This Content Is For Members Only
  • About
  • Contact
Menu
  • Home
  • Personal Solutions
    • Annuity Quote
    • Annuity Posts
      • Protecting Your Profits
      • Safe vs Better Returns. Can You Have Both?
      • Dispelling Annuity Myths
      • How Downside Protection And Growth Potential Work Together
    • Annuity Videos
      • Protecting Your Profits
      • Develop Your Own Pension Plan
      • The CD Alternative: Why MYGA’s ?
      • Learn The Basics: Fixed Index Annuities
    • Estate Planning
      • How Liquid Is Your Estate Plan?
      • Estate Planning
    • Life Insurance
      • Safe vs Better Returns. Can You Have Both?
      • Learn How Wealth Transfer Works And Protects Your Heirs From The Tax Time Bomb
      • Why Life Insurance
    • Long Term Care
      • How Will You Pay For Long Term Care
      • Preventing Medical Bankruptcy
    • Retirement Planning
      • Financial & Estate Plan “Check-Up”
      • Taxes On Your Social Security Benefit
      • Protecting Your Profits- Overview
      • 7 Realities of RMD
      • Develop Your Own Pension Plan
      • Learn The Basics: Fixed Index Annuities
      • What The Secure Act Means For Your Retirement
      • How Long Can You Afford Retirement
      • 8 Wealth Belief Pillars
      • 5 Financial Hazards In Retirement
    • Tax Planning
      • Taxes On Your Social Security Benefit
      • Carefully Consider Taxes Before Contributing To A Financial Plan.
      • Learn How Wealth Transfer Works And Protects Your Heirs From The Tax Time Bomb
      • Managing Estate Taxes
    • LegalShield
      • LegalShield
      • IdShield
    • Resources
  • Business Solutions
    • Qualified Plans
    • Key Employee Retention
    • Key Person Insurance
    • Tax Planning
    • Buy Sell Agreements
    • Business Succession Planning
    • Premium Finance
  • Blog
    • Editors Picks
      • Is Your Estate Plan Liquid?
      • Taxes On Your Social Security Benefit
      • Safe vs Better Returns. Can You Have Both?
      • Carefully Consider Taxes Before Contributing To A Financial Plan.
      • Managing Estate Taxes
      • Why Review Your Company 401k
      • Preventing Medical Bankruptcy
      • Learn The Basics: Fixed Index Annuities
      • How Long Can You Afford Retirement
      • 8 Wealth Belief Pillars
    • LegalShield
      • Gun Owner Supplement LegalShield
      • 101 Reasons To Use LegalShield For Your Business
    • Retirement
      • Financial & Estate Plan “Check-Up”
      • Taxes On Your Social Security Benefit
      • Protecting Your Profits- Overview
      • 7 Realities of RMD
      • Develop Your Own Pension Plan
      • Learn The Basics: Fixed Index Annuities
      • What The Secure Act Means For Your Retirement
      • How Long Can You Afford Retirement
      • 8 Wealth Belief Pillars
      • 5 Financial Hazards In Retirement
    • Tax Planning
      • Taxes On Your Social Security Benefit
      • Carefully Consider Taxes Before Contributing To A Financial Plan.
      • Learn How Wealth Transfer Works And Protects Your Heirs From The Tax Time Bomb
      • Managing Estate Taxes
  • Events
    • Events
  • Members
    • This Content Is For Members Only
  • About
  • Contact
Subscribe
Facebook Linkedin
  • Home
  • Personal Solutions
    • Annuity Quote
    • Annuity Posts
      • Protecting Your Profits
      • Safe vs Better Returns. Can You Have Both?
      • Dispelling Annuity Myths
      • How Downside Protection And Growth Potential Work Together
    • Annuity Videos
      • Protecting Your Profits
      • Develop Your Own Pension Plan
      • The CD Alternative: Why MYGA’s ?
      • Learn The Basics: Fixed Index Annuities
    • Estate Planning
      • How Liquid Is Your Estate Plan?
      • Estate Planning
    • Life Insurance
      • Safe vs Better Returns. Can You Have Both?
      • Learn How Wealth Transfer Works And Protects Your Heirs From The Tax Time Bomb
      • Why Life Insurance
    • Long Term Care
      • How Will You Pay For Long Term Care
      • Preventing Medical Bankruptcy
    • Retirement Planning
      • Financial & Estate Plan “Check-Up”
      • Taxes On Your Social Security Benefit
      • Protecting Your Profits- Overview
      • 7 Realities of RMD
      • Develop Your Own Pension Plan
      • Learn The Basics: Fixed Index Annuities
      • What The Secure Act Means For Your Retirement
      • How Long Can You Afford Retirement
      • 8 Wealth Belief Pillars
      • 5 Financial Hazards In Retirement
    • Tax Planning
      • Taxes On Your Social Security Benefit
      • Carefully Consider Taxes Before Contributing To A Financial Plan.
      • Learn How Wealth Transfer Works And Protects Your Heirs From The Tax Time Bomb
      • Managing Estate Taxes
    • LegalShield
      • LegalShield
      • IdShield
    • Resources
  • Business Solutions
    • Qualified Plans
    • Key Employee Retention
    • Key Person Insurance
    • Tax Planning
    • Buy Sell Agreements
    • Business Succession Planning
    • Premium Finance
  • Blog
    • Editors Picks
      • Is Your Estate Plan Liquid?
      • Taxes On Your Social Security Benefit
      • Safe vs Better Returns. Can You Have Both?
      • Carefully Consider Taxes Before Contributing To A Financial Plan.
      • Managing Estate Taxes
      • Why Review Your Company 401k
      • Preventing Medical Bankruptcy
      • Learn The Basics: Fixed Index Annuities
      • How Long Can You Afford Retirement
      • 8 Wealth Belief Pillars
    • LegalShield
      • Gun Owner Supplement LegalShield
      • 101 Reasons To Use LegalShield For Your Business
    • Retirement
      • Financial & Estate Plan “Check-Up”
      • Taxes On Your Social Security Benefit
      • Protecting Your Profits- Overview
      • 7 Realities of RMD
      • Develop Your Own Pension Plan
      • Learn The Basics: Fixed Index Annuities
      • What The Secure Act Means For Your Retirement
      • How Long Can You Afford Retirement
      • 8 Wealth Belief Pillars
      • 5 Financial Hazards In Retirement
    • Tax Planning
      • Taxes On Your Social Security Benefit
      • Carefully Consider Taxes Before Contributing To A Financial Plan.
      • Learn How Wealth Transfer Works And Protects Your Heirs From The Tax Time Bomb
      • Managing Estate Taxes
  • Events
    • Events
  • Members
    • This Content Is For Members Only
  • About
  • Contact
Menu
  • Home
  • Personal Solutions
    • Annuity Quote
    • Annuity Posts
      • Protecting Your Profits
      • Safe vs Better Returns. Can You Have Both?
      • Dispelling Annuity Myths
      • How Downside Protection And Growth Potential Work Together
    • Annuity Videos
      • Protecting Your Profits
      • Develop Your Own Pension Plan
      • The CD Alternative: Why MYGA’s ?
      • Learn The Basics: Fixed Index Annuities
    • Estate Planning
      • How Liquid Is Your Estate Plan?
      • Estate Planning
    • Life Insurance
      • Safe vs Better Returns. Can You Have Both?
      • Learn How Wealth Transfer Works And Protects Your Heirs From The Tax Time Bomb
      • Why Life Insurance
    • Long Term Care
      • How Will You Pay For Long Term Care
      • Preventing Medical Bankruptcy
    • Retirement Planning
      • Financial & Estate Plan “Check-Up”
      • Taxes On Your Social Security Benefit
      • Protecting Your Profits- Overview
      • 7 Realities of RMD
      • Develop Your Own Pension Plan
      • Learn The Basics: Fixed Index Annuities
      • What The Secure Act Means For Your Retirement
      • How Long Can You Afford Retirement
      • 8 Wealth Belief Pillars
      • 5 Financial Hazards In Retirement
    • Tax Planning
      • Taxes On Your Social Security Benefit
      • Carefully Consider Taxes Before Contributing To A Financial Plan.
      • Learn How Wealth Transfer Works And Protects Your Heirs From The Tax Time Bomb
      • Managing Estate Taxes
    • LegalShield
      • LegalShield
      • IdShield
    • Resources
  • Business Solutions
    • Qualified Plans
    • Key Employee Retention
    • Key Person Insurance
    • Tax Planning
    • Buy Sell Agreements
    • Business Succession Planning
    • Premium Finance
  • Blog
    • Editors Picks
      • Is Your Estate Plan Liquid?
      • Taxes On Your Social Security Benefit
      • Safe vs Better Returns. Can You Have Both?
      • Carefully Consider Taxes Before Contributing To A Financial Plan.
      • Managing Estate Taxes
      • Why Review Your Company 401k
      • Preventing Medical Bankruptcy
      • Learn The Basics: Fixed Index Annuities
      • How Long Can You Afford Retirement
      • 8 Wealth Belief Pillars
    • LegalShield
      • Gun Owner Supplement LegalShield
      • 101 Reasons To Use LegalShield For Your Business
    • Retirement
      • Financial & Estate Plan “Check-Up”
      • Taxes On Your Social Security Benefit
      • Protecting Your Profits- Overview
      • 7 Realities of RMD
      • Develop Your Own Pension Plan
      • Learn The Basics: Fixed Index Annuities
      • What The Secure Act Means For Your Retirement
      • How Long Can You Afford Retirement
      • 8 Wealth Belief Pillars
      • 5 Financial Hazards In Retirement
    • Tax Planning
      • Taxes On Your Social Security Benefit
      • Carefully Consider Taxes Before Contributing To A Financial Plan.
      • Learn How Wealth Transfer Works And Protects Your Heirs From The Tax Time Bomb
      • Managing Estate Taxes
  • Events
    • Events
  • Members
    • This Content Is For Members Only
  • About
  • Contact
Facebook Linkedin
  • All Updates

Loading community updates. Please wait.

  • Public
  • All Members
  • My Connections
  • Only Me
  • Public
  • All Members
  • My Connections
  • Only Me
  • Public
  • All Members
  • My Connections
  • Only Me

Contact Us:

SCHEDULE A FREE CONSULTATION

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.

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

Report

Harassment or bullying behavior
Contains mature or sensitive content
Contains misleading or false information
Contains abusive or derogatory content
Contains spam, fake content or potential malware

Block Member?

Please confirm you want to block this member.

You will no longer be able to:

  • See blocked member's posts
  • Mention this member in posts
  • Invite this member to groups
  • Message this member
  • Add this member as a connection

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.

Report

You have already reported this
Clear Clear All
Scroll to top

Subscribe For Latest Updates

Subscribe for blog and newsletter updates 

Invalid email address
We promise not to spam you. Your information will not be sold, rented, or given away.  You can unsubscribe at any time.
Thanks for subscribing! You will get a activation link sent to your inbox.

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.

CPA Login

only use this login if you have a CPA account with us.

Lost your password? | Register