George Frye

George Frye

Field Agent

Georgia

Financial Advisor Talking To Senior Couple At Home

Resources

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403(b) Plans

Section 403(b) Plans (Tax-Deferred or Tax-Sheltered Annuity Plans) What Is a Section 403(b) Plan? There are…

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Annual Gift Tax

What Is It? The gift tax annual exclusion is a planning tool that individuals can…

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Annuities

What Is a Deferred Annuity? An annuity is a contract under which an insurance company…

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Avoiding Probate

What Is It? A revocable living trust is a legal entity created by a person,…

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Business Owner Concerns & Obstacles

We specialize in helping business owners harness the earning potential of their enterprises to create…

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Businessopia

In this video, Turtle Creek Financial Group highlights their expertise in supporting Managing Owners. Discover…

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Bypass Trust

What Is a Bypass Trust? A bypass trust is a device used to minimize a…

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Coordinated Retirement Income Strategy (CRIS)

The Coordinated Retirement Income Strategy (CRIS) is presented as a potential solution for Americans concerned…

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Depletion of Estate by Taxes & Costs

What’s Meant by Estate Depletion? The estates people leave for their heirs at death can…

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Disability Insurance

What Is Disability Income Insurance? Disability income insurance provides an income for an insured individual…

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Employee Retention/Key Person

Every business operating today has key people that help it remain successful and profitable. Although…

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Executive Bonus Plan

Executive bonus plans can provide key executives significant benefits on a tax-deductible basis for the…

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Financial Analysis for Estate Planning

Learn what is typically involved in financial analysis as part of a wealth management plan….

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Indexing vs Investing

Learn why indexing can be superior to investing.

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IRA & 401K

IRA What is the best accumulation vehicle to help supplement your retirement? Depends …Depends on…

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Life Insurance

What Needs Can Life Insurance Fulfill? When an individual dies, life insurance becomes an instant…

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Life Insurance Trust

What Is an Irrevocable Life Insurance Trust? An irrevocable trust is a trust in which…

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Long Term Care

What Is Long-Term Care? “Long-term care” refers to medical caregiving services provided as a result…

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Marital Deduction

What is the Marital Deduction? The marital deduction allows property to be transferred between spouses—either…

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Minimize Transfer Tax

What Are Transfer Taxes? Estate taxes are levied against an individual’s estate at death. The…

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Non-Qualified Deferred Compensation

A well-designed non-qualified deferred compensation plan can provide attractive supplemental retirement benefits to executives who…

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Outlining the Problem

Learn about the challenges business owners face if they plan to sell their business.

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Role of the Insurance Broker in Exit Planning

Learn how our insurance specialists can assist in exit planning.

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Simplified Employee Pensions (SEP)

Simplified employee pension IRAs (commonly referred to as SEPs) allow employers to establish and fund…

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Social Security Maximization

When Should I Apply? There are a number of factors to consider when deciding including:…

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STOP – Solve the Owner’s Problems

Discover the importance of exit planning for business owners in this eye-opening video. Turtle Creek…

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