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| "Virtual" SEP-IRA Sales Kit |
| Our "Virtual" SEP-IRA Sales Kit bundles our SEP brochure, all required IRS forms and our IRA Custodial Accounts into one convenient, "turn-key" package. The government forms contain necessary instructions on how to install the SEP. Our Custodial Accounts offer guaranteed interest for short, or longer-term durations. They also offer substantial liquidity provisions at retirement or for rollovers to SML Auxiliary Funds should the client adopt a 401(k) or other qualified plan to replace the SEP.
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| Document #: 001967xx 01/2008 |
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| The Simplified Employee Pension (IRA) |
| You can use a SEP to contribute up to 25% of pay, not to exceed $46,000 in 2008. Better yet, a SEP is a relatively easy plan to adopt and administer. It is also the only plan that may be adopted after your tax or fiscal year ends, as long as it is established by your tax-filing date. This brochure describes the SEP-IRA and describes our "turn-key" adoption and funding program.
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| Document #: 0011964xx 01/2008 |
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| Life Insurance and SEP-IRAs? It's as Easy as 1-2-3! |
| Although a SEP is an IRA and does not allow life insurance as a permitted investment, Security Mutual Life has developed a program that allows you to establish a SEP, roll it over into a 401(k) or profit sharing plan, and tap the rollover without limit to buy needed life insurance. It's as easy as 1-2-3!
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| Document #: "marketing update" reprint from Jan 2008 |
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| How a Micro(k)® Can Give Your Client That Extra Boost |
| Thanks to the Pension Protection Act of 2006, your client can now add a 401(k) on top of their defined benefit or 412(i) plan, allowing them to further boost their contribution and give them that added savings. Let's take a look at how a Micro(k)® can give your client that extra boost.
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| Document #: "marketing update" reprint from Oct 2007 |
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| IRS 2008 Plan Limits |
| Recently the IRS announced updated benefit and contribution limits that apply to qualified retirement plans. This is welcome news for the many of you who operate in the small business, retirement plan market.
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| Document #: 0011135XX 10/2007 |
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