Qualified defined benefit plans (DBs) funded with life insurance products have an especially attractive combination of features that may help baby boomers business owners rapidly realize potentially significant retirement savings in the face of market volatility, bankruptcy or even death. This singular, satisfying mix of features includes tax deductions that are among the largest of any qualified plan and can create talk among boomers about a better way to save.

By the end of the program you will understand how:

• Boomer business owners can save tax favored and fast
• Boomer business owners can save confidently despite market volatility, bankruptcy or death
• Boomer business owners can save efficiently, even when contributing for eligible employees
• Boomer business owners can save for an enriched retirement, and beyond

Featured Speaker:

Steven K. Rabinaw, CPC, QPA, QKA is Director of Qualified Plan Marketing for National Life Insurance Company. He has been promoting the value of retirement plans for over 25 years, including 17 years with the MONY Life Insurance Company. Steve has extensive experience in creating successful marketing programs, managing marketing areas dedicated to retirement plan sales, generating marketing material for use throughout the sales cycle, comprehensively training life agents and working closely with them on cases. Steve co-authored a book providing retirement planning strategies for individuals and businesses, used in prospecting by life agents at his previous firm. In addition to his work with life agents, Steve was a Communications Consultant with Fidelity Investments, managing the creation and distribution of printed and electronic communications to the participants of Fortune 200 companies.