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Step 1:
What’s in it for me?
Remember the question . . .
Door 1
or Door 2? Each of the "packages" below represent a box stuffed with cash. You
need to decide which box of cash you want . . . the big box or the little box of cash!
Circle the box of choice!
Step 2: What’s in for my spouse/family? Again, pretend the box is crammed full of cash! You need to decide which box of cash you want . . . the big box or the little box of cash! Circle the box of choice!
Step 3: Feature Comparison 1. Payout Guarantee/Benefit Continuation YES! 2. Potentially Higher Total Income YES! 3. Limited "Premium " Payment Period YES! 4. Tax Free Distributions YES! 5. Partial Liquidity YES! 6. Cash /Asset Value Returned YES! 7. Special Needs/Custom Payout YES! 8. Payout if Spouse Dies Before Employee YES! 9. Payout if Couple Dies Simultaneously YES! The answer to most of the features listed within your current plan is either a reduced benefit, or more like just plain NO! Step 4: Take the Next Step Pension Plus isn’t right for everyone. But you’ll never know how much money you may be giving away unless we get the analysis completed & your questions answered . Would you like an alternative to the question "Should I give up thousands in retirement income or disinherit my spouse and family?" YES / NODo you want the maximum income, value & flexibility from your Pension? (choose one) YES / NO Call today for a free, NO OBLIGATION, confidential review.American Cornerstones Preserving the American Dream One Family at a Time (253) 853-6097800-870-7053
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Text, charts and examples found within this web site are for illustrative and informational purposes only. No guarantees, promises, representations specific to your own circumstances are made within this site. If you have questions or comments, complete the feedback section or send mail to kenlund@ptinet.net with questions or comments about this web site. Copyright © 1998 American Cornerstones Last modified: June 1, 1998 |
