Physician’s Life Income Plan

…Custom Solutions for the Affluent

How to dial your retirement tax bracket

Features and Benefits:

Accumulation-focused plan design
High early cash surrender values
No income contribution limits
No direct surrender charges
More than 80 investment options
Investment discretion
No required minimum distributions
Tax-free transfers
Tax-free rebalancing
Tax-free distributions
Tax-free death benefit to beneficiaries
Asset protection in NY and many states

Disclosure: Financial Strategies Group, LLC is not a legal or tax advisor. This communication may contain federal tax information which is not a covered opinion as defined by Circular 230 and is limited to the federal tax issues addressed herein. Additional issues may exist that affect the federal tax treatment of the transaction. The communication was not intended or written to be used, and cannot be used, or relied on, by the taxpayer, to avoid federal tax penalties. Please consult with your legal, accounting, or other tax advisor prior to taking any action.
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