Mahdion Financial and Insurance Center

CONNECT

Address:

Southern California Business Center

CA

Phone:

1-800-458-1214 ext. 4207

Fax/Other:

(858) 554-1106

Save, Invest & Retire

We have the capability to offer the product to help meet your needs.We can access a wide variety of products and services. Following are some of the concepts and products available:

 

 

BUSINESS SOLUTIONS:

 

 

How to Chose the Right Retirement Plan for Your Business

Recruiting and retaining top talent could be a concern for every business. And the right retirement plan could be a powerful benefit for attracting and keeping great employees. Of course, all retirement plans are different, and finding the right plan to match your goals may help contribute to the success of your business. 

 

Principal Executive Bonus Plus: Offer a Retirement Benefit to Help Recruit, Reward and Retain your Top Talent

An incentive plan that offers your key employees multiple benefits. It helps your top talent increase their savings for the future, while helping you reward and keep them for the long term. Plus, contributions are tax-deductible to you, and it's easy to administer!

 

Nonqualified Defined Benefit Plan: Keep your Caompany Strong by Enticing you Top Empolyees to Stay

A nonqualified defined benefit plan, a type of deferred compensation plan, is an employersponsored reward – a smart solution for you and your key employees. It provides an additional incentive that helps your key employees prepare for retirement, while giving you a leg up in recruiting and retaining them for the long term. Click here to read a testimonial from a CEO who used a NQDC to expand benefits for his top talent.

 

Principal S Owner Plus: A Retirement Benefit Offering Tax Leverage and Flexibility

A plan is designed for you – it can give you death benefit protection and help you save more for retirement. And it can provide tax leverage without contribution limits and restrictions on compensation. The tax leverage comes with using life insurance to finance the plan, rather than it being based on a tax code provision.

INDIVIDUALS:

 

Life Insurance Financial Benefits

You probably know life insurance provides protection for your loved ones if you pass away. But are you aware of its other financial benefits such as potentially paying fewer taxes in retirement, helping prepare for health surprises, and getting more value for your money.

 

Protect More. Prepare More. And Save More for Retirement.

Now, it's more important than ever to take charge of your own plan to ensure you have the retirement lifestyle you've dreamed of. Life insurance is often used to provide financial security and protection for your family. But it can also help you get to retirement.

 

Protection that Fits Your Life

We're here to help you understand your options and protect the life you've built. Term life insurance can offer you the
financial protection you need down the road, so you can focus on living your best life now.

 

Protect Your Most Valuable Asset: Your Income

Precting your income using Individual Disability Income Insurance can be  a smart move. And to help you better understand this type of insurance, check out the above guide to learn about some of the guaranteed benefits.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck