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®
RICHBENEFIT® MAGNET PROGRAM
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NOTICE The RICHBENEFIT® MAGNET Program is designed and intended for the use of securities related services providers, e.g., banks, broker-dealers and insurance companies. The
RICHBENEFIT
MAGNET Program, RICHINVESTMENT® Program - Diversified Portfolio System©,
Benefit Solutionssm Compendium via Integrated Benefit Plans©,
RICHHSAsm©,
Rich
408(k)® Pension Plan©, ENRICHED® 403(b)
Retirement Program©, Foundation
Asset Diversification Program© and Financial
Institution Marketing Program©
are copyrighted. By John E. Richardson, Columbus IN 47203 ALL RIGHTS RESERVED No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical photocopy, recording, or otherwise without prior written permission of publisher. Richardson & Associates Inc., reserves all distribution rights and privileges. |
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PROGRAM SUMMARY |
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Benefit Solutionssm Compendium via Integrated Benefit Plans© – Group health • HSA’s • ROTH IRA’s • 401(k)’s, and 403(b)’s new business / rollovers |
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RICHINVESTMENT® Program – Diversified Portfolio System© (RIP-DPS) – Four “lifecycle” risk / reward portfolios utilizing two highly respected investment management companies (maybe changed as desired) independently - or in combination for every kind of investment management: IRA’s, HSA’s, 401(k)’s, 403(b)’s, SEP’s, SIMPLE IRA’s, Group IRA’s, Profit Sharing Plans, Foundation Investments, Wealth Management, etc. |
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RICH 408(k) ® Pension Plan© – Attractive pension plan alternative for private employers – 401(k) rollovers, de novo, etc. IRC 408(k), 408A and RIP-DPS |
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EnRICHed 403(b)® Retirement Program© – Attractive retirement program for public employers – 403(b) rollovers, de novo, etc. IRC 403(b), 408A and RIP-DPS |
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ROTH
IRA Payroll Deduction Plan – Group IRA
and HSA investments – rollovers, de novo, etc. IRC 408A and RIP-DPS |
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Foundation
Investment Program© – Highly
diversified investment management program for Community Foundations – RIP-DPS |
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Financial Institution Marketing Program© – Composite of all RICHBENEFIT® MAGNET Programs for the generation of insurance company, bank and broker-dealer new business development |
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EnRICHed 401(k)sm Retirement Plan© – IRC 401(k), 408A and RIP-DPS |
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RICHHSASM – Low / no administrative fees HSA, ROTH IRA and RIP-DPS for HSA deposit acquisition, mutual fund investment and other financial services income |
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PROGRAM CONTENTS |
PRICING
RICHBENEFIT® MAGNET PROGRAM Distribution rights / cost are negotiated.
RICHARDSON & ASSOCIATES RESERVES ALL DISTRIBUTION RIGHTS & PRIVILEGES
| Securities
service providers who are
interested in distributing the RICHBENEFIT®
MAGNET
PROGRAM to its' representatives or to other securities providers are invited to contact:
Richardson & Associates Inc. E-mail JER@fortunefinancialservices.com Indiana 1-800-847-2702 Telephone 1-812-378-4444 Fax 1-812-378-4445 |
Security Sales licensed in the State of Indiana
Securities offered through Fortune Financial Services Inc., Member FINRA
1010 3rd Avenue, New Brighton PA 15066 · 724-846-2488
Richardson & Associates Inc. is independent of Fortune Financial Services Inc.
Copyright © 2001 Richardson & Associates Inc. All rights reserved.