Problem:
I have a book of business but I know very little about qualified retirement plans. I need help identifying prospects.
Solution:
Call us and we will determine which clients/prospects best match the profile for a PensionQuote benefit plan.
Problem:
I am looking for a retirement plan design that provides the largest annual contribution for my client.
Solution: Call PensionQuote and ask us for our customized UltraComp™ Benefit Plan.
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Problem:
Is there a plan that provides a substantial tax deduction, desired life insurance coverage, and the ability for my client to direct some investments?
Solution: Yes, our UltraComp™ Plan may be the answer to your client’s complex needs.
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Problem:
I have a physician group of 25 doctors with 100 employees who have a 401(k) profit sharing plan. The doctors want to contribute at least $100,000 each to a plan and not increase employee cost.
Solution: Call and let’s talk about increasing doctor contributions considerably while containing employee costs.
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Problem:
I have difficulty explaining complex retirement plan strategies to clients and CPAs.
Solution: PensionQuote professionals are available for conference calls with the clients and their tax advisors. In many cases, we resolve concerns and receive the CPA’s approval on the phone.
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Problem:
I have clients in their 60’s and 70’s in need of large tax deductions but I believe they are too old for a retirement plan.
Solution: No client is too old as long as there is a business entity with annual earned income. Call us to discuss specifics.
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Problem:
My clients want to maintain their profit sharing plan and add a benefit plan to meet the needs of the key executives and owners.
Solution: With the proper design it may be possible to maintain the integrity of existing defined contribution plans while increasing owner contributions in a second plan.
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Problem:
I have clients with over-funded or frozen pension plans yet the clients are still looking for large contributions.
Solution: In many cases the over-funded or frozen pension plan can be revived and increased.
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Problem:
My clients are going to sell their business. Is a pension plan appropriate?
Solution: Call us to discuss how the pension plan may help facilitate the sale.
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Problem:
I have many clients that are structured as Sole Proprietors and I don’t think I can implement a plan.
Solution: Call us and we will help you understand how a pension plan can work for sole proprietors.
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Problem:
My clients want to protect their retirement assets from liability.
Solution: We will furnish your attorney or accountant the necessary information as to how these plans may be protected under pension guidelines.
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Problem:
I can’t wait two to three weeks to get a pension plan proposal.
Solution: With completed client information the usual turnaround time for straightforward pension proposals is only a few days. Complex designs may take more time.