1. Copyright 2015- Not to be reproduced without express permission of Benefit Express Services, LLC By Larry Grudzien Attorney at Law 2. Copyright 2015- Not to be reproduced…
Slide 1create more sales with Guaranteed Standard Issue (GSI) Coming Sept. 26 – GSI Available on Two Products DI1579 10-13 For Producer use only. Not for use with clients.…
Slide 1 Marcia S. Wagner, Esq. Customized Service Models for 3(16) Fiduciaries Slide 2 2 Agenda Business Need for 3(16) Fiduciaries Legal Definition Risks of Serving as 3(16)…
Major Retirement Income Sources Social Security Employer-sponsored retirement plans Personal savings Work (wage income) Income Sources: High-Income Retiree Average Income:…