|We’ve stressed several times
throughout our presentation that it is critical for the client to have a
qualified plan design team creating his or her 412(i) strategy. We hope that
by now you’ve seen that we bring to the table the specialize expertise required
to create a 412(i) plan that not only works but that is also fully compliant
with IRC regulations.
|We’re don’t accomplish this
goal by working alone. We have partners in the process, and I’d like to
introduce them to you now.
|At the beginning of my
presentation, I gave you a brief overview of my professional qualifications.
To compliment the legal expertise of our law firm, we’ve partnered with DDI
Financial, Inc. to help fund the 412(i) with competitive annuity and law
insurance products. Richard Dean,
principal in the firm, is as expert in compliant products necessary for a
|To assist us with actuarial
design and the administration of the 412(i) plans we design, we work with a
company known as The 412 i Company.
They employ the enrolled actuary who uses sophisticated, proprietary
software to create and test each 412(i) plan. With this expertise at our
disposal, we can ensure that the plans we create are not only actuarially
sound, but also deliver the greatest possible benefits to the client.
|With our combined talents,
we’ve been able to provide clients with high-quality, fully compliant 412(i)