Do you have enough tax-free retirement income?

Physicians' Lifetime Income Plan

The Physicians' Lifetime Income Plan is an individually owned retirement income plan that does not include the limitations and exclusions that are typical of qualified savings tools and other taxable accounts.


The plan helps physicians mitigate the gap between their projected need for retirement funds and what they can expect to receive from their qualified plans. It uses corporate-owned life insurance to create death benefit protection as well as the potential to accumulate cash value. This income strategy can help physicians enhance their accumulation and distribution of supplemental retirement funds in a tax-advantaged manner.

Want To Learn More? Let’s Talk.

Every healthcare organization is unique. Our solutions are customized to fit your needs. If you would like to find out more about us and our solutions, or simply discuss your organization's compensation challenge, complete the form below, and we will arrange a call with one of our consultants.

Please enter your name.
Please enter a valid email address.
Please enter a valid phone number.
Please type your message.
MWB Logo

Securities and investment advisory services offered through Osaic Wealth, Inc. Member FINRA/SIPCOsaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth

This communication is strictly intended for individuals residing in the states of AL, AZ, AR, CA, DE, FL, GA, IN, KY, LA, MD, MI, NE, NV, NH, NY, NC, ND, OH, OK, PA, SC, TN, UT, VA, and WY. No offers may be made or accepted from any resident outside the specific state(s). 




10800 Sikes Place, Ste 205 Charlotte, NC 28277