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Mon-Fri 9am to 7pm
GIVE US A CALL
Toll Free: 8668915651
Click Below For Our Brief Introductory Video
- Retirement Plan & Request for Proposal
Confidential Census Form - Business Owner’s Guide to Retirement Plan Review
Ask your client if they could benefit from a Retirement Plan Review - Small Business Retirement Planning Brochure
Targets what matters to your client-their money and what it can do for them inside a retirement plan - Plan Comparison Chart
This chart gives a basic comparison to selected types of plans - The American National 401(k) Retirement Plan
A brochure detailing the benefits of Small Business 401(k) plans through American National - Cash Balance Plans
A plan with defined benefit AND defined contribution feature - Pension Administration Fee Schedule
Administration fee schedules for plans with 25 or fewer lives and plans with 26 to 300 lives - 412(e)(3) Defined Benefit Plans
A brief overview of 412(e)(3) defined benefit plans - 401(k) vs SEP IRA
Compare 401(k) contributions to SEP IRA - New Comparability Profit Sharing Plans
New Comparability plans can offer a large contribution for the owner and/or key employees
Get a Free Review No Obligation Review Of Your Retirement Plan
Attention Business Owners!
Ask yourself these questions…
- Do I need more money to put away for retirement?
- Do I need flexible tax deductions?
- Do I need something with less restrictions and more features than a SEP?
If your answer to any of these questions is “Yes” or “I don’t know” consider one of the following:
90% of total annual contributions to the owner!
American National Insurance Company offers fully customized retirement plans with full administration services.
Ask me how we can design a plan for you!
For a FREE, no obligation quote or Retirement Plan Review for your business, contact us.
The illustrated hypothetical example above represents a Cross-Tested Profit Sharing Plan. Neither American National Insurance Company nor its agents offer legal or tax advice. Clients should consult their own tax and legal advisors. American National Insurance Company, Galveston, Texas.
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.
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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