Questions & Answers
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What advice would you give to a customer looking to hire a company like yours?
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A:
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Looking to give your employees a better benefit package that can be used as a disability, critical or terminally benefits, retirement benefits including death benefits, all tax-free. Or are you a small business owner needing a wealth building vehicle that you can use to fund your business. We need to talk.
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What is the most common type of project or service your company provides?
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Giving the information needed in order to make better decisions for you, your family, your business, your future.
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In what ways is your company environmentally friendly?
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By the use of technology for presentation, brochures and applications.
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What would you like your customers to know about your company?
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A:
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Our goal is to show our clients the reality of trying to build wealth with qualified plans. It's inevitable, we all have to pay our taxes, but if you had a choice, would you prefer to pay them on the contribution or the distribution? Taxes will be going up in the future and we would like for our clients to be better prepared by paying taxes on their contribution, with tax-free compounded growth that mirrors the S&P 500 with no down side risk.
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Q:
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What is your company best known for?
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Informing our clients of better wealth building avenues.
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