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Clergy Checklist
✓ Review your Retirement Plan and what changes to make
✓ Health, Life, & Benefits coverage for pastor(s) and staff
✓ Maximize social security and retirement information
✓ Manage your income & taxes with Retirement Analyzer®
✓ Stewardship & setting up donor-sponsored endowment(s)
Legacy Planning
Retirement
Annuity
Life
Guaranteed income
Safe returns
Tax-deferred Growth
Long-term care benefits
No fees
Income replacement
Financial protection
Access to cash
Peace of mind
Key Employee
Tax advantages
Long-Term Care
ASAP 403(b) Rollover
Create a retirement budget
Maximize Social Security
Manage Your Taxes
Create a retirement plan
Minimize your taxes in Retirement
Leave your Legacy
Donor-Advised Funds
Setting up Endowments
Charitable Planning
Pooled Income Funds
Charitable Plan / Life Insurance
Shoulders the burden of care
Less family worry & stress
Ease Financial Responsibility
Professional Medical Care
Protect your assets
How Can We Help You?
Services for Ministry
Free Consultation | 403(b) Rollover | Retirement Allocations | Minister’s Retirement | Minister’s Insurance | Benefits for Churches & Staff | Training | Monthly Newsletter | Financial Calculators
Life
Life insurance is the cornerstone of any financial plan to provide for your loved ones in the event of your death.
Annuity
An annuity will help you plan, grow, and protect your financial security. Annuities can offer a variety of benefits including tax-deferred growth and lifetime income.
Retirement
Careers and financial needs can change and your retirement savings strategy should change with it. We can help ensure you don’t outlive your income.
“Without counsel plans fail,
but with many advisers they succeed.”
Your personal representative:
Pastor Donna Lollis
National Marketing Director
p: 919.488.7125
e: donna@mycapsur.com