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Business Insurance Checklist
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Qualified
Retirement Plan Back to Menu
Many small businesses shy away from the
idea of a pension plan, but there are a number of
options, including Profit Sharing Plans, Simplified
Employee Pensions (SEPs) and the SIMPLE Plans.
Questions
to ask:
- Is our retirement
plan up-to-date?
- Does it
reflect our company's unique needs and situation?
- Am I aware
of all our options, especially in light of legislation
that makes it easier for business owners to install
a workable qualified plan?
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We are now licensed to write insurance in AL, AZ, AR, CA, CO, CT, DC, FL, GA, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, MO, MT, NE, NV, NM, NY, NC, OH, OK, PA, SC, TN, TX, UT and WI.
8131 LBJ Freeway, Suite 220 |
Dallas, TX 75251 |
972.783.4915 |
fax 972.699.9850/972.783.0583 |  |