Terry Bork
Financial Solutions
That Can Make
Your Life Better

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Make Retirement a Priority

Diversify your assets for a more secure retirement

Your Challenge

As an employer, you likely provide your top people with bonuses or retirement packages, to reward them for their contribution to the company and encourage their loyalty.  But what about your own retirement needs?

A Potential Solution

You likely have a great deal of your wealth tied up in your business.  One day you may want to step back from the business, and maybe retire. However, you may be like many business owners who only focus on the growth and operation of your business until it’s too late. Your retirement may then be DEPENDENT on selling the business, leaving you with fewer options.

Instead, consider a retirement strategy that allows you to become independent of the business, by redeploying after-tax dollars to a tax-deferred vehicle with guaranteed Income opportunities, such as The Insurance Based Retirement Plan.

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Take BOLD Action To Advance Your Business

Identify and prioritize business and personal concerns

Implement solutions to address them

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