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Retirement Plans: SEP IRA & Profit Sharing Plans

February 25 @ 3:00 pm (EST) - 4:00 pm (EST) EST

Join us as we explore the key differences between Profit Sharing Plans and SEP IRAs to help business owners make informed decisions. This session will cover contribution flexibility, eligibility requirements, administrative responsibilities, and tax benefits. Whether your client prioritizes control, cost, or simplicity, you’ll gain the insights needed to recommend the best-fit solution for their business goals.

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National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.

TC110263(1019)1

For Agent Use Only – Not For Use With The Public

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