An Advanced Markets Digital Playbook on
QUALIFIED RETIREMENT PLANS
The National Life Group Advanced Market’s Team has created this Producer Training Playbook to help you look for opportunities to expand your business by offering solutions in the form of Qualified Retirement Plans to business owners. This playbook is designed to provide you with a working knowledge of the different types of defined benefit and defined contribution plans as well as tips to help you identify top prospects. The pre-approved consumer marketing materials included are intended to help you open doors to conversations with new and existing clients.
What are Qualified Plans?
The Advantages of Qualified PlansCat No 106404
Employers offer qualified plans to obtain tax advantages, provide essential retirement benefits for themselves and their employees, and provide death benefit protection when life insurance is purchased within the plan. A qualified plan can provide business owners with a critical edge in attracting and retaining highly qualified employees and tax advantages, as the business is able to fund the plan with tax deductible contributions.
What is a Qualified Plan?Cat No 106401
The following entities are eligible to establish a qualified plan:
C Corporations
S Corporations
Partnerships
Sole Proprietorships
LLCs
Non-Profit Organizations
Resource Library
Additional Training
National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.
The companies of National Life Group® and their representatives do not offer tax or legal advice. Please encourage your clients to seek tax or legal advice from their appropriate professional advisor.
FOR AGENT USE ONLY - NOT FOR USE WITH THE PUBLIC
TC127468(1223)3 | Cat 106313(1223)