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American National The small business owner’s advocate Asset and liability management specialists for 105 years Everett, WA...
At American National  we protect what you value most  <ul><li>Your investments have the benefit of the S & P market gain w...
Quality 401k and retirement planning <ul><li>Our specialists will customize your plan and optimize your product specific t...
Simplicity with affordability <ul><li>Employee census faxed or emailed to agent to generate quotes  </li></ul><ul><li>Pape...
Retirement Planning What is a New Comparability Profit Sharing Plan? The plan allows the largest share of the company’s co...
Pension Plans <ul><li>412(e) Defined Benefit </li></ul><ul><li>Cash Balance Pension  </li></ul><ul><li>WealthQuest III  –g...
PPO co-pay health care plans self funded <ul><li>$20 office visit co-pay </li></ul><ul><li>Alternative & chiropractic cove...
Health Benefits Plans <ul><li>HSA </li></ul><ul><li>CDHP PPO </li></ul><ul><li>CDHP INDEMNITY </li></ul><ul><li>MAJOR MEDI...
Disability income with return of premium rider <ul><li>Same day quoting  </li></ul><ul><li>Quality provider </li></ul><ul>...
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For The Business Owner

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For The Business Owner

  1. 1. American National The small business owner’s advocate Asset and liability management specialists for 105 years Everett, WA Lori Martinez – 425-931-3484 [email_address] Corporate offices located in Galveston, TX / Springfield, MO
  2. 2. At American National we protect what you value most <ul><li>Your investments have the benefit of the S & P market gain without risk of being in the market </li></ul><ul><li>All products are approved with our state’s insurance commission. </li></ul><ul><li>American National is one of the highest rated companies in the nation. </li></ul><ul><li>Financial stability allowing cash back on personal lines at 25% for remaining claim free. </li></ul><ul><li>10% employee discount for auto/ home policies </li></ul>
  3. 3. Quality 401k and retirement planning <ul><li>Our specialists will customize your plan and optimize your product specific to your business. </li></ul><ul><li>401k products with flat yearly administration fee. </li></ul><ul><li>No loss products , stop watching your retirement spend itself. </li></ul><ul><li>Individuals ( employees ) have the option to manage their own accounts. </li></ul><ul><li>Employee retention - You are offering what the competition doesn’t have ! </li></ul><ul><li>Free to compare how your dollars are spent. </li></ul>
  4. 4. Simplicity with affordability <ul><li>Employee census faxed or emailed to agent to generate quotes </li></ul><ul><li>Paper or On-line application set up to relieve you of the paper shuffle for health plans </li></ul><ul><li>Customized plans to fit your budget and needs </li></ul><ul><li>Same day quoting </li></ul><ul><li>Our plans only look expensive </li></ul><ul><li>Better value for your insurance dollar </li></ul><ul><li>Better cash flow without cutting corners </li></ul><ul><li>Quality personal service </li></ul><ul><li>One stop shopping with only the A+ and better providers </li></ul>
  5. 5. Retirement Planning What is a New Comparability Profit Sharing Plan? The plan allows the largest share of the company’s contribution to be allocated to the owner and key employees. There is flexibility in the contribution level and contribution each year is discretionary. The plan may allow groups to be determined by salary, service, position or a combination of these categories. There are certain advantages over the Traditional profit sharing plan, worth exploring if you are the owner of a small business. Up to 300 employees but not limited to.
  6. 6. Pension Plans <ul><li>412(e) Defined Benefit </li></ul><ul><li>Cash Balance Pension </li></ul><ul><li>WealthQuest III –group non-registered Variable Annuity </li></ul><ul><li>Palladium - group fixed annuity </li></ul><ul><li>New Comparability Profit Sharing </li></ul><ul><li>401k Profit Sharing </li></ul><ul><li>Simply fax a confidential proposal request with employee census. </li></ul>
  7. 7. PPO co-pay health care plans self funded <ul><li>$20 office visit co-pay </li></ul><ul><li>Alternative & chiropractic covered under office visit co-pay </li></ul><ul><li>Emergency room co-pay </li></ul><ul><li>Aggregate refund if claims made are less than the aggregate limit at the end of the term year </li></ul><ul><li>If the aggregate is used there is no money out of pocket to cover claims </li></ul><ul><li>A whole new meaning to self funded </li></ul><ul><li>Prescription co-pays </li></ul><ul><li>And did I say “ they only look expensive”, yes they do. My provider’s focus is on the small business owner’s market. They know what you need is to take out the expensive , not the benefit. </li></ul><ul><li>Please call me at 425-931-3484 </li></ul><ul><li>Or email at </li></ul><ul><li>[email_address] </li></ul><ul><li>I will email you a comprehensive detail of the plans being offered. These plans you would expect to pay high premiums, they only look expensive. </li></ul><ul><li>The plans are co-pay PPO plans, you choose the deductible. Same day quoting for different deductibles and plan options. The prescription coverage is also a co-pay product. </li></ul><ul><li>With the employee census and request for deductible you will get an accurate quote with easy underwriting. These plans issue quickly and without complication. </li></ul><ul><li>Very competitive dental and vision plans. Low premiums & great benies. </li></ul>
  8. 8. Health Benefits Plans <ul><li>HSA </li></ul><ul><li>CDHP PPO </li></ul><ul><li>CDHP INDEMNITY </li></ul><ul><li>MAJOR MEDICAL </li></ul><ul><li>LARGE AND SMALL GROUP </li></ul><ul><li>INDIVIDUAL </li></ul><ul><li>CATASTROPHIC WITH COMPREHENSIVE BENEFITS </li></ul><ul><li>DENTAL, VISION, PRESCRIPTION </li></ul><ul><li>HEALTHY INCENTIVES PPO </li></ul>
  9. 9. Disability income with return of premium rider <ul><li>Same day quoting </li></ul><ul><li>Quality provider </li></ul><ul><li>Accurate quotes </li></ul><ul><li>Needs assessment over the phone </li></ul><ul><li>Over the phone interview underwriting </li></ul><ul><li>Simple application form </li></ul><ul><li>Quick underwriting and issue </li></ul><ul><li>Personal service with appointments set at your convenience, your location of choice </li></ul><ul><li>Please contact me at 425-931-3484 </li></ul><ul><li>or email at </li></ul><ul><li>[email_address] for a comprehensive brochure on product details. There is a lot to offer here for each business individual need. This is a very competitive provider for premium and coverage options. </li></ul><ul><li>The current clients I am providing this benefit for thought they could only afford the basic, they thought they had to settle for what they could afford. </li></ul><ul><li>With my provider we added coverage, return of premium and retroactive benefit and still beat the premium being paid for the basic. </li></ul><ul><li>I only do business with A+ and higher rated providers. There are no hidden stipulations or fine print putting you at risk paying a lower premium. </li></ul>

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