Financial & Insurance Planning Services of Paul M. League, QFP

CFP® Certificant (1989 to 2016) · Certified Financial Planner (1989 to Present)

We offer assistance in each of the following areas. If you see that there is not a hyperlink to more detailed information on any given item in which you have an interest, please E-mail or call us to discuss it personally at: 800.482.5347

[Note: we are not licensed for and therefore do not provide property & casualty insurance coverage’s like auto, homeowners, workers comp, liability, etc.]

  SECTION 1: INSURANCE SERVICES (Click Link)

 

SECTION 2: FINANCIAL SERVICES (Retirement Plans, and also see “Executive Benefits for Owners” at bottom of this page):

Retirement Plans – All Types Described (Annuity & Life Insurance Funded)

IRA, ROTH IRA & Educational Savings Accounts (Annuity Funded)

412(i) Life & Annuity Funded Retirement Plan

403(b)/TSA (for teachers and hospital employees – (Annuity Funded)

Seniors & Financial Conservatives: Sound Ways to Chart Your Financial Future

ANNUITIES (Income & Accumulation): Annuities – General Overview of ANNUITY TYPES (Fixed & Indexed) & Important Disclosures

 


 

 

SECTION 3: EXECUTIVE BENEFITS for Business Owners

Executive Benefits (Keyman & Owners)

ERISA Exemption Strategy & Remedy to ECFA

Estate Tax Reduction & Planning Strategies (with link to IRD Law)

 


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