The Supplemental Benefit Plan
Home Page for the Supplemental Benefit Plan

Advantages of the Supplemental Benefit Plan

Background of the Supplemental Benefit Plan

How the Supplemental Benefit Plan Works

Do You Qualify for the Supplemental Benefit Plan

A Case Study of the Supplemental Benefit Plan

The Brains behind the Supplemental Benefit Plan

Here are some links to financial sites we have found helpful:

Bloomberg

BusinessWeek

Economist

Morningstar

How The Supplemental Benefit ProgramTM Works: Frequently Asked Questions About the Supplemental Benefit Plan

  1. The Shareholders would borrow an amount equal to the A/R attributable to them,

  2. The Corporation would agree to act as guarantor of such loan and to pledge the A/R,

  3. The borrowed funds would be used to purchase Insurance Contracts,

  4. The shareholder would agree to collateral assign the Insurance to the lender,

  5. The funds within the Life Insurance Contract will grow on a tax-deferred basis,

  6. The lender would agree to extend a three-year term loan on an interest only basis,

  7. The loan would come for renewal at maturity,

  8. The loan will be repaid with the collection of the A/R. After 180 days, if there is a deficiency, the lender will access the cash surrender value of the Insurance.

     

Want to learn more? 
Then click here to request a feasibility study. 
 

 

Physicians Medical Solutions
 
  4851 Tamiami Trail North
Suite 300, Naples, FL 34103 
(239) 263-8000 Fax (239) 430-0389		   U.S. Hwy 119N. Lambert Prof. Bldg.
S. Williamson, KY 41503 
(606) 237-6004  Fax (606 )237-6076
 


Click here to send us an email
 

© PPT 2001-2004