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Agents / Brokers

 

 Revenue Objectives Int'l., LLC.

 

 Click here for Power Point Slideshow Payroll / Benefit Services and Retirement Management Presentation   

 

Yes, You Can  " CLOUD  IT "sm 

 

 

      Payroll Services / Benefit and Business / Individual Planning Management:

 (Request confidential webinar)

 

Click  here  for CDHC (Consumer Driven Healthcare) Overview

 

  • As an Independent ISO/IMO/AFMO/MGA/GA Agency / Broker we can provide the products through vendor(s) who best meet your needs, enrollers that are experienced licensed Financial Services Professionals that only we can provide with the follow-up and support you and your employees expect

 

  • You and your employees design their own packages with the custom designable products they need with the premiums they understand that are contiguous with their overall personal and financial condition. 

 

  • We ensure you and your employees can choose what is most suitable to you and not just what your vendor can provide..... 

 

  • We offer contiguous, consistant, reliable, professional National Enrollment Services for our multiple vendors as well as highly experienced Administrators and Coordinators to ensure the ROI you require.....

 

  • We provide the most diligent and effective "Drilled Down" educational experiences on Health and Wellness for you and your employees for the results you expect.....results you can measure.....results that produce "value added plus".....and most of all retention....

 

 

Five of our many recommended vendors we consider when evaluating your needs.....

 

 

                                                                         

                                         Click for additional "worksite" vendors           

 

 

 IRS assistance on Retirement and Taxation 

 

IRS assistance for Businesses, etc..

 

 

 

 Click here for Power Point Slideshow Payroll Services and Retirement Management Presentation   

 

 

Want it simple?.....

 

All Markel Plans have online enrollment and include....
 
 
 
Just choose a plan and click on info or  click here to get details ......
Call a Dr. from home and get your prescription sent to you or your pharmacy.....

 

 

 
                                                                                         
       IQ Age Banded Individual Guaranteed Issue SE    IQ 3+ Group Guaranteed Issue SE 
 
 
 

 

Click here for additional small "worksite" benefit products that "List Bill"  for your payroll system....

 

Click to discuss your benefit needs with an experienced independent Benefits Specialist / Coordinator

 

 

 

Contact us now for Private Webinar  

 

 

.........See below for Retirement and Estate Planning strategic financial planning and protection.........

 

 

Small / Medium Business & Individual Protection Planning
 
                                                                  
                               Fact Finding for Business Planning                                             Business Planning Overview

 

 

"Needs" Calculation from PacLife
  Information and interactive calculators are made available as self-help tools for independent use

 and are not guaranteed for their accuracy or their applicability to any individual circumstances. You

 are encouraged to seek personalized advice from qualified professionals regarding all personal

finance issues. This analysis is based solely onthe information provided by you. All examples, if

any, are hypothetical and for illustrative purposes and do not represent current or future

performance of any specific investment. No guarantees are made as to the accuracy of any projection.

 

 
 Click for "Needs" Calculations

Information and interactive calculators are made available as self-help tools for independent use

and are not guaranteed for their accuracy or their applicability to any individual circumstances. You

are encouraged to seek personalized advice from qualified professionals regarding all personal

finance issues. This analysis is based solely onthe information provided by you. All examples, if

any, are hypothetical and for illustrative purposes and do not represent current or future

performance of any specific investment. No guarantees are made as to the accuracy of any projection.

 

 
                                       
    Click for small business Retirement Plans         Click to Re-engineer retirement w/ Roth IRA
                                                                                                       (opens in PowerPoint, click on "slideshow", then click "start from beginning")
 
                                        
                                     Click for Retirement Overview            then             Click for free Retirement "Workbook"
 
                                                                               
                     Click for "Road to Retirement"                 Click to "Build Your Financial Home" 
                                                               (if opens in PowerPoint, click on "slideshow", then "start from beginning")
 
                                                                             
                                              Click for "Estate Planning"                                     Click for "Business Family Succession"
                                                               (if opens in PowerPoint, click on "slideshow", then "start from beginning")
 
 
Individual Wealth Preservation, Accumulation, Annuitization.....
 

                                                                      

                               Fixed Indexed Annuities                                      Fixed Annuities
 
 
 
                                                         Allianz Masterdex "X"    
 
 
                                                                Allianz Pro V1
 
 

Wealth Accumulation and Protection with Life Insurance 

Fixed Indexed Universal Life Insurance

 

 

                                                                                                      

                                                              FIUL Overview                                                       FIUL Products

 

                                               

                                                                                                     

  

Assisting in Payroll and creation and managing of Custom Retirement Revenue Streams 

 

            

 

We offer specialized knowledge on an extensive array of innovative products and services for employee retirement programs. These plans are designed to help recruit, reward, and retain valued employees - they can also provide valuable tax advantages and large contributions for business owners.

Qualified Retirement Plans

  • 401 (k) / 403 (b) / 457 Plans
  • Profit Sharing / Pension Plans
  • SEP / SIMPLE / Solo 401(k) Plans
  • Defined Benefit Plans
  • 412 (i) Plans
  • 419 Plans

Executive Compensation and Business Success Planning

  • 401(k) overlay plans
  • Bonus Plans
  • Split Dollar Plans
  • Cost Sharing Plans
  • Deferred Compensation Plans
  • Buy/ Sell Agreements 

    
Access to the TPA's you know and trust or already probably utilize.......
 

                                                                              
 
                 

 

Contact:  James "Jim" Edward Spittler, Sr., BA., JD

         Managing Agency Principal / Financial Planning Professional
                                                                                     Business Analyst
             Multi-State Licensed Life, Health, Annuity Agent / Broker
          Cell: 305.343.0895 / 866.764.7611  Office: 305.892.0584 / 800.330.7846 
          Fax: 305.895.9095 / 800.682.4077  
        Address:  12565 Palm Rd, Suite A-B, Miami, Florida 33181-2611

 

 

Yes, You Can  " CLOUD  IT "sm 

 

                                                       NING                                                 

 

  

Not Legal / Accounting Advice

The information presented on this Web site is not to be construed as legal or accounting advice. Legal or accounting advice must be tailored to the specific circumstances of each case. Every effort has been made to assure that this information is up-to-date as of the date of publication. It is not intended to be a full and exhaustive explanation of the law / accounting in any area. This information is not intended as legal / accounting advice and may not be used as legal advice. It should not be used to replace the advice of your own legal counsel or CPA