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Deferred Compensation Plans

These employer-sponsored compensation programs, funded by employees or employers, may grow tax deferred. Read more ...

Corporate Owned Life Insurance

An extremely useful asset to the company,
COLI can fund benefit plans over the life
an insured employee. Read more ...

Bank Owned Life Insurance

We have 20 years of experience in this highly
specialized field. Find out how BOLI can help
your balance sheet. Read more ...

News

December 1, 2010

Clark Consulting Announces it is Closing It’s Doors
Are you looking for a new Deferred Compensation Administrator because of the Clark Consulting Closing? If so, give us try. We have the staff and the expertise to be able to administer even the most complex plans.

February 1, 2010

Obama proposes Tax on Business Owned Life Insurance in 2011 Budget Bill. This is the second time in two years that this has been proposed and will be debated in committee through the spring and summer most likely.

August 1, 2009

House passes bill to curb Executive Pay. (How will that effect you and your company?)

December 31, 2008

All deferred compensation must be in compliance with 409A.

October 12, 2008

Life Insurance Selling Magazine – WRAP 401K Article (One client’s solution to 401K limitations)

August 31, 2006

Pension Protection Act will reduce NQDC contributions for underfunded qualified plans. Click here for AALU synopsis.

August 17, 2006

COLI Best Practices Bill signed into law. Click here for 101(j) COLI Review

June 1, 2006

Easy to understand 409A Summary. Click here to see AALU synopsis.

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Securities Offered Through ValMark Securities, Inc. Member FINRA (www.finra.org) , SIPC Investment Advisory Services Offered Through ValMark Advisers, Inc.,
an SEC Registered Investment Advisor, 130 Springside Drive, Suite 300, Akron, OH 44333-2431* 1-800-765-5201.
Schiff Benefits Group, LLC and all its affiliates are separate entities from ValMark Securities, Inc. and ValMark Advisers, Inc.
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