TRUST MD
VALUE ADDED
Our biggest accomplishment has been to differentiate ourselves from the rest prioritizing and focusing on our client’s needs and wants. In order to guarantee a fully comprehensive delivery, Trust MD Corporation has developed business alliances with different professionals in the financial industry.
OUR DELIVERY
In order to deliver a comprehensive and holistic solution to our client’s needs, we rely on each of our business partners and their unique expertise. No solutions are biased, rather based on factual data obtained from rigorous analysis in regards to every detail concerning the problem and the solution.
OUR OFFER
We see a great opportunity in developing a life insurance and ‘business insurance’ line of business within Insurance Planning. We will develop this line of business by focusing on “Non-Qualified Deferred Compensation Plan” (Section 409a of the Internal Revenue Code); “Bonus & Double Bonus Executive Plans” from the section 162 of the Internal Revenue Code.
FURTHERMORE, WE SEE A GREAT OPPORTUNITY IN DEVELOPING THE FOLLOWING SERVICES:
1. LONG TERM CARE PLANNING
2. BUSINESS SUCCESSION PLANNING
3. COMPREHENSIVE FINANCIAL PLANNING & ADVANCED PERSONAL FINANCIAL ANALYSIS
4. QUALIFIED PLANS (401(K), PENSION PLANS & KEOGH PLANS)
5. EMPLOYEE BENEFITS INITIATIVE
QUALIFIED PLAN DESIGN
We help our small and large businesses owners design and implement the most advanced and cost-effective qualified retirement plans such as:
Defined Benefit
Pension Plans
Defined Contribution Plans
BONUS AND DOUBLE BONUS EXECUTIVE PLANS
Executive Bonus Plans allow businesses to compensate their high-income & key executives with additional income which can be deposited into a tax-advantaged product as the life insurance with cash values. Contrary to the NQDCP, bonus plans generate taxable income to the executive, therefore the ‘double bonus’ is used by the employer to pay the executive’s tax burden created by the additional compensation.
LONG TERM CARE PLANNING
The rising costs of medicine, nurses and nursing homes, combined with a longer life expectancy, has made it extremely important for our clients to begging planning to mitigate the risk of loss of capital due to the high costs of long term care. Our products and services allow our clients to have a capital injection to their assets provided by ‘Long Term Care Insurance’ products and asset protection strategies.
BUSINESS SUCCESSION PLANNING
Only a few organizations take into consideration succession planning within their business. Utilizing our advanced advisory services, our team can assess the readiness of business owners and top executives for business succession or risks associated with an event with a key member of their business. are certain that there is an immense necessity for business succession planning. Our team of legal and financial experts help our clients guiding them through this complicated process and recommend the best alternative for their needs.
COMPREHENSIVE ADVANCED PERSONAL FINANCIAL ANALYSIS
Utilizing Trust MD Corporation’s Dynamic Implementation Process, we help our clients design and implement a comprehensive financial plan focused on achieving our client’s financial needs.
