Definition of ‘Defined-Benefit Plan’ An employer-sponsored retirement plan where employee benefits are sorted out based on a formula using factors such as salary history and duration of employment. Investment risk and portfolio management are entirely under the control of the…
222 Interest on the cash in your UL policy is credited each month at a current competitive interest rate. Interest crediting rates will never fall below the minimum amount guaranteed in your UL policy. You select the amount and frequency…
College Savings Plan – 529 Savings Plans Saving for your children’s education is a selfless act. We know you love your children, and we know you want to support their dreams and interests. Your spending habits will determine how much contributions you can put…
Term Life Insurance for Glendale, North Hollywood, Pasadena, Sherman Oaks, Northridge, Van Nuys & Surrounding California Areas What is a Term Life Insurance? Simple answer is: It’s a temporary and affordable protection. It’s often used to address a temporary protection need or…
Tax Qualified Plan for Glendale, North Hollywood, Pasadena, Sherman Oaks, Northridge, Van Nuys & Surrounding California Areas Definition of ‘Qualified Retirement Plan’ A plan that meets requirements of the Internal Revenue Code and as a result, is eligible to receive certain…
