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Protecting Your Profits- Overview

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How index annuities can protect your assets in these turbulent times.
How index annuities offer upside potential and downside protection at the same time
An explanation of the our Preferred Annuity
Highlighting historical hypothetical returns for a couple of annuities on our Preferred List

Contact us to request access to the full illustrations highlighted in the video and other preferred annuities on our list.

Nothing contained is intended to be a recommendation to purchase an annuity, rather, is for educational purposes to help the viewer get a better understanding of how an annuity may or may not benefit the individual. Please contact us for further explanation and suitability review if you have further interest in exploring how an index annuity may be of value to you.

Retirement
Estate Planning
Tax Planning
Long Term Care
Life Insurance

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Strategic Risk Management for Retirees

Billy Czerkies March 12, 2023

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Financial & Estate Plan "Check-Up"

Billy Czerkies December 12, 2021

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Taxes On Your Social Security Benefit

Billy Czerkies October 21, 2021

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Protecting Your Profits- Overview

Billy Czerkies October 10, 2021

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Estate Planning

Billy Czerkies September 6, 2021

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7 Realities of RMD

Billy Czerkies July 21, 2021

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Develop Your Own Pension Plan

Billy Czerkies July 20, 2021

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Learn The Basics: Fixed Index Annuities

Billy Czerkies July 20, 2021

Contact Us:

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.

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