Secure Your Financial Future with MSSNY’s Exclusive Retirement Benefit Program!
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We are excited to bring you a new supplemental retirement benefit program that is available specifically to MSSNY physicians! This past year, our team worked with a group of financial professionals tasked with rolling out this new program. We vetted this program with our CPA, attorneys, and other financial advisors and believe this is something you should know about and explore. We will be setting up monthly Zoom meetings available at your convenience to learn about this new program. Here is a quick summary of the program and what will do for you.
FSG (Chicago-based) has partnered with The Pinnacle Financial Group (Long Island-based) and one of the largest insurance companies in the world (NY-based Equitable) to bring you this new benefit. This program has been in existence for 45+ years, but only available to major corporations. Every Fortune 500 company has hundreds of millions of dollars in this program. Now, through your MSSNY membership, it is available to the individual physician for the first time through Equitable.
The Physicians Life Income Plan benefit program.
- We will help you understand how it works and why it benefits you and your family.
- This is a supplemental retirement program focused on reducing taxes.
- We will not hold sales presentations. They will be educational to introduce something that you should be taking advantage. Especially because it is not available to everyone.
- We help you reallocate funds to grow tax-free and be accessed tax-free.
- You get the benefits of a ROTH IRA without any of the restrictions (No contribution limits, No 59 ½ rule, no five-year rule, 100% liquid at all times)
- The goal is to provide a tax-free retirement bucket that will significantly lower taxes in retirement for you no matter what income level you are at!
- One of the best features is that money allocated to this program becomes 100% creditor protected in NY (and most states) – one of the best solutions to liabilities physicians face.
We are sure you will agree that you should take advantage of this unique offer.
Keep an eye out for our next communications which will have details on Zoom meetings to learn about the program as well as links to more information.
We look forward to working with you!
If you are interested in hearing more, please feel free to reach out to the head of the program, Jason Hiser directly at [email protected] / Direct Line – 847-275-0645.
