Business Owner and Executive Benefits Plan
A study was done in recent years and business owners and executives were asked what keeps them up at night? The study found that there was a consistent theme among all of the surveyed individuals.
These professionals all had 4 top issues they were worried about;
- Financial Emergency
- Not enough savings to retire
- Medical Expenses due to Illness
- Outliving Retirement Savings
At AFG, for the right individual we have a plan that will alleviate all of those worries and build a solid plan with guarantees.
Our plan will:
- Help fund your savings at a rate that is unheard of. For every dollar you put in your plan a lender will let you leverage 3 dollars of their money. You will not have to qualify for a loan and your money is always yours. As you gain interest so will the lender.
- From day one of starting your plan, you will have the following coverage's
- Critical Illness - issues like cancer, ALS, etc.
- Critical Injury - when you have an accident
- Chronic Illness - when you have a disability
- Terminal Illness - issues like terminal cancer
The plan is set up in the most financially efficient way possible. You contribute your portion for 5 years and the lender continues to fund it for the next 5. So, in 5 years you are done funding your benefit plan and you never have to think about it again.
If this is remotely interesting to you, you must at least see if you can qualify for it.
This plan can be used for the following:
- Living Buy/Sell
- Living Key Man
- Living Partner Buyout
As well as for individual usage as a supplement to all the other planning you are currently doing.