test page for category editing - OnTrack Financial Group

Toll Free: 8668915651

OFFICE HOURS

Mon-Fri 9am to 7pm

GIVE US A CALL

Toll Free: 8668915651

Latest Posts

How Downside Protection And Growth Potential Work TogetherRead More >>
Keep From Running Out Of MoneyRead More >>
How Long Can You Afford RetirementRead More >>
Taxes On Your Social Security BenefitRead More >>
5 Financial Hazards In RetirementRead More >>
GLA- TriVysta Fixed Index AnnuityRead More >>
North American VersaChoice- Fixed Index AnnuityRead More >>
MNL Accelerate 5, Fixed Index AnnuityRead More >>
Estate PlanningRead More >>
How Will You Pay For Long Term CareRead More >>
F&G Power AccumulatorRead More >>
Dispelling Annuity MythsRead More >>
MNL Income Planning AnnuityRead More >>
MNL RetireVantage Fixed Index AnnuityRead More >>

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 Alabama, Florida, Georgia, Indiana, Kentucky, Michigan, North Carolina, Ohio, Tennessee, Virginia and Wyoming 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 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 Alabama, Florida, Georgia, Indiana, Kentucky, Michigan, North Carolina, Ohio, Tennessee, Virginia and Wyoming 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.

SEND US AN EMAIL

GIVE US A CALL

OFFICE HOURS

GIVE US A CALL

Latest Posts

Contact Us:

Subscribe For Latest Updates

CPA Login