Insurance Planning

At SCHLAGER SCHLAGER & LEVIN, we utilize a diversified multi-level approach in assisting business and individual clients in their endeavor to preserve, protect and grow wealth.  Among the wide array of plans we assist our clients in taking advantage of are:  401(k); defined benefit plans; cash balance plans; annuities; trusts; safe harbor 401(k) plans; profit sharing plans; 412(i) plans and an extensive scope of insurance vehicles.  We are experienced in each of the above plans and many others. 

 
The advisors at SCHLAGER SCHLAGER & LEVIN also can review existing pensions, annuities, and  life insurance and design techniques to assist you in annuity planning  if your annuities have not performed as originally applied.  We specialize in  pension evaluation, working with our clients to help preserve their estates by assisting them in an effort to gain after-tax benefits using pre-tax dollars.  Our comprehensive approach to pension planning  involves utilizing tax-efficient capital transfer strategies.  Retirement plan assets can be utilized in life insurance trusts and IRAs that can potentially reduce income taxes and estate taxes or in may cases be exempt from these taxes.
 
From the standpoint of financial professionals and institutions, SCHLAGER SCHLAGER & LEVIN is an essential source of knowledge -  collaborating with attorneys, tax advisors, banks, private bankers, trust officers, lending institutions and other businesses throughout the financial community to increase their ability to properly advise their clients.