You Have Another Great Reason to Call on Business Owners.

EGTRRA pension plan changes from 2001, that made more than 60 changes to pension plans liberalizing pension plans for small business owners.

PPA 06 (pension Protection Act of 2006) made these changes permanent.

We have developed a Turn-Key system, that will help you get in front of your business-owner clients and help them do two things that matter most:

1. Help them reduce their taxes: in other words, you are selling tax deductions
2. Help them save for their retirement!

CAN YOU THINK OF TWO BETTER REASONS TO SEE YOUR CLIENTS?



It is most important that the small business owner review his or her current pension plan to be sure they are taking advantage of all the features under current law, that benefit them most, and allow them to get the most for their pension dollar deposits.

Whether the small business owner already has a plan, or does not have a plan, the process will be the same. You will approach the small business owner and offer a “Free Look” at what a plan under current laws can do for them. You will fill out a census, submit it to us, and we will recommend an appropriate plan to help maximize benefits to the business owner. You then present this material to your client. You may be able to install a new plan, or take over an existing one ... either scenario will be lucrative for you. And the best part, you now have a business owner, and employees, that you can now present other life insurance and annuity concepts to. Remember, you do not need to be an expert in pension plans to present these concepts; we will help you. You just need the will and desire!!

We encourage you to begin by first viewing the Recorded Pension Webinar which will give you an overview of the pension plan market place, and the services we offer. Next, you can view various Marketing Material, which you can use to present pension concepts to your clients. Many can be customized with your personal information.



"My small business client had a 401k plan for his business. I was not able to replace this plan with another pension plan, but with your recommended administrator, I was able to significantly reduce his fees, and thereby take over the assets. I never knew I could sell a Group Variable Annuity contract, offer various investment options, and the services of an investment advisor … ALL WITHOUT A SECURTIES LICENSE!  Only with my life insurance license. Thank you ABS for making this happen, and for the great $35,000 commission!"
A. Patel - Bergen Co., NJ

"I always had a problem trying to sell a pension plan to my clients who are physicians, and have a medical practice. The disparity in age made the pension deposit requirements unequal, therefore my clients would not proceed with the pension plan. I need to thank you for showing me the new Cash Balance Plan. Now I was able to present a pension plan with equal deposits for all 3 physicians, even though there was a disparity in age.  They went ahead with the pension plan ($112,500 contribution each) Thanks"
D. Steinberg - Los Angelos, CA