Baby    Boomer   Employee   Workplace   401K    Roll-Over   .   .   .   Baby    Boomer   Employee   Workplace   401K    1035   Lateral   Exchange    .   .       Baby   Boomer   Self   Directed    IRA   To   Purchase   Rent    Houses   .   .   .
 
     Baby    Boomer    Workplace     Individual    Employee    5     Year,    7    Year,    10     Year,    Short    Term    Annuity     Payroll    Savings     Plans    .    .    .     Baby    Boomer    Employee    Family     Bread    Winner    Income    Replacement     Life    Insurance   .   .   .
 
        Small    Business    Owners    Roth     IRA,    SEP    IRA,    Self     Directed    IRA    To    Purchase     Single    Family    Rental    Income     Properties    .    .    .    Small     Business    Continuation    Retirement    Planning     Concepts    and    Strategies    .     .    .
 
           Senior    Citizens    Workplace    Employee     Annuity    Planning    Solutions    .     .    .    Senior    Citizen     Workplace    Employee    Reverse    Mortgage     Retirement    Planning    Concepts    &     Strategies    .    .    .
 
 
 
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Call: 214.PLANNER (752.6637)
 
www.SWEGUtilityCompany.com
 
ABOUT US                                                         CONTACT US
 
 
 
Small Business Owners – Business Growth & Expansion Financial Concepts and Strategies
 
BABY BOOMER & SENIOR CITIZEN EMPLOYEE RETIREMENT PLANNERS
 
 
 
 
 
 
 
 
BABY BOOMER & SENIOR CITIZEN EMPLOYEES IMMEDIATE SELF FUNDED RETIREMENT PLANS
 
 
 
 
MANUFACTURING PLANT EMPLOYEE IMMEDIATE RETIREMENT PLANNING SOLUTIONS
 
 
Click on Links . . .
 
 
Senior Citizen Home Mortgage Loan Pay Off
 
 
Reverse Mortgage Loan Information
 
 
 
 
How To Spend Money With Annuity Savings Interest
 
 
Increasing the Value of Your 401K
 
 
MAGNOLIA LIFE INSURANCE AGENCY

BABY BOOMER EMPLOYEE RETIREMENT PLANNING CONCEPTS AND STRATEGIES
 
 
CALL:   214.PLANNER (752.6637)
 
 
BABY BOOMER RETIREMENT CASH SAVINGS STATISTICS
 
 
 
 
 
 
 
 
AVERAGE VALUE OF ALL BABY BOOMERS 401K RETIREMENT SAVINGS IS $80,000
 
 
 
 
 
 
OVER 40,000,000 BABY BOOMERS HAVE LESS THAN $80,000 SAVED FOR RETIREMENT
 
 
MAGNOLIA LIFE INSURANCE AGENCY

BABY BOOMER EMPLOYEE RETIREMENT PLANNING CONCEPTS AND STRATEGIES
 
CALL:   214.PLANNER (752.6637)
 
 
 
 
BABY BOOMER SENIOR CITIZEN RETIREMENT PLANNING MORTGAGE PAY- OFF
 
Retirement Plan
 
$325,000 Maximum Reverse Mortgage To Pay Off An Existing Mortgage Loan Balance
 
The approximate maximum Reverse Mortgage Loan of $325,000 will allow Employees in the
Workplace who are Baby Boomer Senior Citizens, use Reverse Mortgage Factoring with their
Financial Planner and Retirement Planner, to calculate if the Reverse Mortgage is a useful
Retirement Planning Tool  to  Pay-Off  their  Existing Mortgage Loan,  that  will  allow  the
62 Year Old Plus Baby Boomer to be able to Retire.
 
 
 
   NOW WE CAN RETIRE WITH A REVERSE MORTGAGE   
 
 
 
 
REVERSE MORTGAGE PAYS OFF EXISTING MORTGAGE TO STOP PAYMENTS TO RETIRE
 
 
 
 
HOW AND WHEN TO PAY OFF A RETIREMENT REVERSE MORTGAGE LOAN?
 
 
• Fact – A Reverse Mortgage Loan does not become Due and Payable until After the Death of the
   Home Owner or Surviving Spouse or Surviving Home Owner/s . . .
 
 
 
 
REVERSE MORTGAGE LOAN PAY OFF AFTER DEATH
 
 
 
 
• Traditionally Life Insurance is used to Fund an Estate to Pay the Final Expenses of an individual . . .

• Universal Life Insurance is the best type of Life Insurance Policy to Purchase to Pay Off
   A Reverse Mortgage after the Death of a Home Owner of Surviving Spouse or Surviving Home Owner
 
 
MAGNOLIA LIFE INSURANCE AGENCY

BABY BOOMER & SENIOR CITIZEN ESTATE PLANNING COUNSELORS
 
 
UNIVERSAL LIFE INSURANCE
 
 
 
 
 
 
UNIVERSAL LIFE INSURANCE
 
 
ESTATE PLANNING REVERSE MORTGAGE LOAN PAY OFF LIFE INSURANCE
 
 
 
 
Click On The Key Board Click On The Key Board
 
 
Click On Key Board To Get a Free Quote For Universal Life Insurance

Senior Citizen Estate Planning Reverse Mortgage Loan Pay Off Life Insurance . . .
 
 
          Employee Income Replacement          
 
 
TERM LIFE INSURANCE IS THE BEST POLICY
 
 
 
 
EMPLOYEE INCOME REPLACEMENT LIFE INSURANCE STRATEGIES AND CCONCEPTS
 
 
 
 
 
 
EMPLOYEE FAMILY INCOME REPLACEMENT LIFE INSURANCE PROTECTION
 
 
 
 
FAMILY BREADWINNER INCOME PAYCHECK REPLACEMENT LIFE INSURANCE QUOTE
 
 
 
 
Click On The Key Board Click On The Key Board
 
 
Click On Key Board To Get a Free Quote For Term Life Insurance
 
 
 
 
MAGNOLIA LIFE INSURANCE AGENCY

Small Business Owners Retirement Planners and Business Continuation Planners
 
 
CALL:   214.PLANNER (752.6637)
 
 
Small Business Owners / Partners – Retirement Planning and Business Continuation
 
 
 
 
 
 
 
 
 
 
Business Owners
 
 
 
 
Two (2) Ways To Retire
 
 
 
 
Click on Red Retirement Button
 
 
Click on Retirement Button For Small Business Owners Retirement Business Continuation Information
 
 
 
 
 
 
 
 
 
 
BUSINESS CONTINUATION CONCEPTS AND STRATEGIES
 
 
Three (3) Core Steps to Effective Business Continuation Planning:

            1) Obtain a Business Valuation
            2) Structure the Agreement
            3) Fund the Agreement

Buy / Sell Agreements:

A properly Drafted and Funded Buy / Sell or Business Continuation Agreements, help ensure continuity when a Principal or Partner exits the business.

A properly Drafted and Funded Buy / Sell Agreement can help to;

    • Provide an orderly Transfer of Business Interest upon Death, Disability, Retirement, or
       Termination by providing for Purchase of the Ownership interest at a predetermined Price.

    • Help permit remaining shareholders to retain control

    • Create a market for inactive shareholder shares

    • Plan for Funding and Ownership Transfer

    • Fix the Price and Terms of the Sale by establishing a value within an Estate

    • Provide liquidity for the Family of a Deceased shareholder
 
 
 
SMALL BUSINESS GROWTH & EXPANSION INSURANCE CONCEPTS & STRATEGIES

  Executive Advantages for Small Manufacturing Business Owners:

 

  Business Owners use of Life Insurance . . .

  • Life Insurance can be used to Grow and Expand the Business
      for the next Generation of Owners and Managers

  • Tax Advantages when using Life Insurance in a C Corporation

  • Tax Deductions for the Business for Life Insurance Premiums for
      Purchasing for the Business Owner, Partners, and Key Employees
      as a Bonus, may be available for most corporate entities.

  • Life Insurance can be used to Fund Cross Purchase Agreements
      and Buy Sell Agreements between Business Owners / Partners
      and Key Employees.

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  Key Employee Life Insurance Advantages for a Small Business Owner:

  • Life Insurance can be used to Pay the Cost of Replacing a
      Key Employee after the Death of a Key Employee.

  • A Key Employee is the following;
      A Business Owner or Officer . . .
      Employees that produces a high Percentage of Sales Revenues . . .
      Employees that Drives Research and Marketing Strategies . . .
      Employees with a unique Skill-Set that may be hard to replace . . .

  • Key Employee Life Insurance essential for Business Continuation
      by Funding Growth and Expansion for the Next Generation . . .

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  Small Manufacturing Business Continuation:

 

  Business Owner Retirement Planning . . . Things to Consider . . .

  • When I Retire what will I do with my Business ?
  • If I want my Business to Continue who will run it ?
      Will my Family members run the Business ?
      Will my Key Employees run the Business ?

  • Life Insurance can provide the Business with Liquidity
      in the of a loss of the Business Owner of Key Employee.

  • Life Insurance can Fund the Business Owner/s Estate
      to allow the Heirs to settle specific expenses to the
      allow the Business to Continue under New Management
      for the Next Generation of the Business Owners Family.

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  Small Manufacturing Business Growth and Expansion . . .

  • 5 Year, 7 Year, 10 Year, Short Term Annuity Savings Plans . . .

      -    Manufacturing Equipment Purchase Planning
      -    Manufacturing Material & Supply Part Purchase Planning
      -    Manufacturing Personnel Salary Cost Planning
      -    Manufacturing Plant Purchase Down Paying Savings

  • Annuity Savings Plans offers Small Manufacturing Businesses
      the opportunity to Save Money without Risk of Losing their
      Principal Savings, for the Planned use of Business Growth.

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  Small Manufacturing Business Merger & Acquisition Planning . . .

  • Small Manufacturing Business Buy Out Plans

      -    Purchasing Strategic Component Part Supply Chain
            Small Manufacturing Businesses, using Fixed Insurance
            5 Year, 7 Year, 10 Year Short Term Annuity Savings Plans

  • Key Employees can be given the opportunity to Save Money
      using Short Term Annuity Savings Plans, to participate in the
      Growth and Expansion of a Small Manufacturing Business

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SMALL BUSINESS OWNERS RETIREMENT AND KEY EMPLOYEE BUSINESS CONTINUATION PLANNING
 
 
 
 
Baby Boomer and Senior Citizen Employee Retirement Planning Addendum
 
 
 
 
 
 
Baby Boomer and Senior Citizen Employees Adding to their Retirement Nest Eggs . . .
 
 
HUMAN RESOURCES - BABY BOOMER AND SENIOR CITIZEN EMPLOYEE INFORMATION REQUEST
 
 
Human Resource Managers of Small Businesses are encourage to help Baby Boomer and
Senior Citizen Employees – Add to their Retirement Nest Eggs by giving Employees the
opportunity to receive Retirement Planning Addendum Information . . .
 
 
Small Business – Baby Boomer and Senior Citizen Employee Information Request :
 
 

 
 




1. Specific Questions about the Retirement Planning Concepts and Strategies
     recommended to the Baby Boomer Employees and Senior Citizen Employees . . .

2. Human Resource Managers Information and Instructions for our Magnolia Life
     Insurance Agency Retirement Planners / Employee Benefit Specialist to use as the process to
     work with the Baby Boomer Employees and Senior Citizen Employee of their Company.


     
 
 
• Human Resources Managers are asked to encourage your Baby Boomer Employees and
   Senior Citizen Employees to complete Retirement Planning Information Request Form.
 
 
EMPLOYEE RETIREMENT PLANNING INFORMATION REQUEST FORM


Baby Boomer & Senior Citizen Employees:

Employees Schedule a Teleconference with a Retirement Planner to have a Visual Guide
through our Website with a Retirement Planner giving a Virtual Presentation of the features of
Information that is available for Baby Boomer and Senior Citizen Employees, to Add to their
Retirement Nest Eggs . . .
 
to Schedule Teleconference with a Retirement Planner:
 

 

 






     

 

SMALL BUSINESS OWNERS - CORPORATE OFFICERS INFORMATION REQUEST FORM:

 

 














     

 

 
 
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