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PENSIONPlusTM
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An RCA can be funded using
various investments. One of the most effective is the specially designed
tax-sheltered
PENSIONPlus™
underwritten by a major insurer. The funding
amounts the same as a conventional non-insurance funded RCA, but
PENSIONPlus™
provides enhanced benefits. (A medical is required to obtain these
additional benefits. If you are not insurable, your spouse’s life or that of
another owner/employee of similar age may be used.) |
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You can receive the following
additional benefits: |
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• Pre-retirement death benefit |
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• Survivor benefits |
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• Fully integrated with
Refundable Tax Account (RTA) |
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• Choice of investments |
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• Full sample documentation and
trust agreements provided |
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• No shared ownership or
split-dollar concerns |
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• No loan arrangements required |
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• Reduced trustee fees |
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PENSIONWraps™ also available for MPPPs, DBPPs, and IPPs |
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