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| Family Commitments | Business Commitments |
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| We Make Your Commitments Reality |
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| During your career, you will probably make significant commitments to family members and certain selected key executives of your company. These commitments may take an entire lifetime to achieve. Often, they can only be fulfilled with the assistance of experts who know how to ask the right questions, design the right plans, and create the appropriate funding techniques to assure that your commitments are honored.
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| Family Commitments |
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- Wealth Creation
- Income Preservation
- Retirement Funding
- Estate Preservation
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| Beyond love, emotional support, and loyalty, you are likely to recognize the above four needs for yourself and family members. But it may take a lifetime before they are achieved. As a result of this significant period of time, it is essesntial that you seek quality advice, plan design, and products that stand the test of time as you strive to attain these goals. |
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| Stanley Rothstein Associates works with you and your advisors to design the proper plan to fulfill these responsibilities and structure them within a sound estate, gift, and income tax structure. |
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- Estate-Conservation Programs to Preserve Family Wealth From One Generation to the Next
- Life Insurance Products With Income, Estate, Gift Tax-free Benefits Payable to Your Family, Business, or Trust...
- Fixed Annuities to Shelter Future Growth From Current Income Taxes
- Disability Insurance Programs
- Long-term Care Benefits
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| Business Commitments |
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- Business Succession, Planning, and Funding
- Selective Compensation Benefits
- Life Insurance
- Non-Qualified Programs
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| To recruit, retain, and reward key executives in today's highly competitive business environment, you must offer comprehensive compensation and benefit packages which are both attractive and cost-efficient. |
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| Stanley Rothstein Associates has the product knowledge, technical expertise, and experience to custom design the appropriate plan. This will allow your business to perpetuate itself and to assist in achieving maximum benefits and results for you, key executives, and employees. Proper plan design can reduce corporate costs while increasing the certainity that the benefit is available when needed. These business strategies may include: |
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- Buy-Sell Planning and Funding
- Corporate-Sponsored Fringe Benefits for Key Executives
- Supplemental Executive Retirement Plans
- 401(k) Plans...Administration Services
- Wealth Transfer Plans
- Group Insurance Benefits: Medical, Life, Disability, and Dental for Your Company's Employees
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