Our Services

PRODUCTS AND SERVICES PROVIDED: 

SECTION 457 TAX SHELTER -

LIFE INSURANCE - We offer TAX SHELTERED permanent Life Insurance to education for a number of reasons:

  • Every client has a full disclosure read and explained verbally prior to participation
  • Indexed Life Insurance includes Living Benefits Riders for serious and terminal illnesses.
  • Tax Sheltering premiums while working allow a huge competitive advantage to all educators over outside plans.

ANNUITIES - Most annuity products that are fixed are similar.  The difference in 457 annuities with PBG:

  • We strive to keep surrender penalties to a lower number of years
  • You can take full distributions prior to age 59 1/2 with NO penalty from the IRS

 

Pro Benefits Group does not offer Stocks, Bonds, Mutual Funds or Variable Products

TDROP TRANSITIONS -

PBG IS THE ONLY COMPANY THAT MAY RECOMMEND YOU "DO NOT" TDROP *

Though not a frequent accordance, sometimes it is clearly not in your best interest to enter TDROP.    Our conservative approach has been well received by those wanting to retain control of the account balances built in TDROP.  In baseball terms, we do not go for the "home run", but believe in a stream of "singles and doubles" and no "strike outs" when it comes to the products we recommend and the management of YOUR money.  Give us a call if you feel that we can help you at 1-800-264-1569.

 

*Certain circumstances would make TDROP a huge mistake.  Ask us why?

Contact Us at any of our offices!   We are eager to serve you!!!  1-800-264-1569