Stay up to date on the latest changes regarding Section 79 Plans and sales concepts from Southwest Financial Group.

Refers to group term life insurance provided to employees by their employer. These plans may also provide permanent benefits to their employees.

• Pre Sale Consultation
• Point of Sale Conference Calls
• Conference Calls with Advisors
• Plan Design
• Proposals
• Annual Taxable Income Report for CPA
• Enrollment of Employees
• Ongoing Administrations Including Annual Compliance Checks
• NO Administration Fee