ESPP Employee Savings & Protection Plan

Employee Savings, Protection & Peace of Mind

The ESPP Employee Savings & Protection Plan was created to provide a comprehensive benefits package for employees and a sensible and inexpensive plan for employers. The ESPP provides Indexed Retirement Savings, Permanent Life Insurance, Disability Income, and Tax-Free Retirement Income.

ESPP Program Benefits

Indexed Retirement Savings

Permanent Life Insurance

Disability Income

Tax-Free Retirement Income

ESPP EMPLOYER BENEFITS

Employee Retention
Lower costs
No overhead
No administration fees
Offer employees a better benefits plan
Happier more productive employees

ESPP EMPLOYEE BENEFITS

Indexed Savings Account
- Your account makes money when stock market goes up
- You never lose money when stock market goes down
- Indexed account protects against losses
- Indexed account removes risk

Tax-Free Retirement Income
- Allows for Tax-Free income distribution
- Retirement income pays for life until you die
- Money received does not impact your Social Security being taxed

Permanent Life Insurance
- Protects your family from financial disaster in case of death
- You leave a legacy not a debt
- Benefit is linked to employee even in case of job change
- Benefit is paid to benefeciary 100% tax-free

Living Benefits
- Provides income in case of serious illness
  - Terminally illness income
  - Critically illness income
  - Critically injured income
  - Chronic illness income

ESPP offers Savings, Protection & Peace of Mind!

Client Testimonials about the ESPP (CA) & GOALL (AZ) programs

Automotive Shop

Window Treatment Company

WHAT OUR CLIENTS ARE SAYING ABOUT US

"The ESPP Program has helped us attract and retain good empoyees. My employees really like the program"

Robert Marks

Marks Construction Co.

"The ESPP Benefits Program can't be beat! It's better than our old 401k! All of our employees jumped on board "

Mike Rey

Rey Automotive

"We appreciate the low cost and ease of implementation. Our employees love the ESPP benefits. Better than a 401k!"

John Martinez

JM Manufactoring

ESPP Program

Additional Employer Benefits

ESPP offers an alternative, or supplement to a traditional 401(k) plan

Today's companies are not only competing for sales but also for the talented employees that drive them. Adding the ESPP Program to your benefits plan options, is one way to achieve a competitive advantage:

Stand Out from other companies by offering a retirement savings and financial security plan that's in many ways more attractive and beneficial to your employees.
Lower Turnover through better employee retention. Happy employees means more productive and loyal employees. Turnover depletes organizations of experience and expertise.
Attract Top Talent new hires look for companies that take care of their employees. You demonstrate this by offering a better benefits plan.
Save Money with a benefits plan that requires very little cost and overhead.
Payroll Deduction The ESPP contribution can eaily be setup through either automatic payroll deduction or bank EFT.

ESPP Plans are offered by some of the oldest, most trusted financial institutions;

For More Information Click here to Schedule a Free Consultation!

First Financial Security and The Guerra Financial Group is made up of state licensed Financial Strategists. We especialize in providing our clients with state of the art financial products that protect our clients, their families and their hard-earned money.

The ESPP (Employee Savings & Protection Program) was designed to provide a comprehensive benefits plan to employees and an affordable, easy to manage plan for employers.

For More Information Book a Free Consultation!

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