New South Financial Group
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Contact
162 Program
Learn More
Short term Financing
Strategies
Insurance
About
New South Financial Group
Home
Contact
162 Program
Learn More
Short term Financing
Strategies
Insurance
About
More
  • Home
  • Contact
  • 162 Program
  • Learn More
  • Short term Financing
  • Strategies
  • Insurance
  • About
  • Home
  • Contact
  • 162 Program
  • Learn More
  • Short term Financing
  • Strategies
  • Insurance
  • About

Strategies

Experience with New Age Thinking

We are the next generation of planners, we do not adhere to outdated planning strategies that have not changed over the last 50 years. We use all current tax laws and strategies such as 162 Leverage Bonus Program that was writen by our own CFO Kenneth P. LaMantia, LUTCF, CLTC and is used with five major life insurance companies. We specialize in Exit Strategies for Medical Practices, Law Firms and Family Owned Businesses.

Learn More about our Strategies

Exit Strategies

Business Continuation

Business Continuation

The best exit strategy is the one that fits your small business and personal goals. Do you want to walk away with money? Is continuing your legacy important to you? 

How about family succession or selling to

employees? Planning your exit strategy in advance gives you time to do it right and maximize your returns.


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Business Continuation

Business Continuation

Business Continuation

A business continuation plan helps ensure a business can survive and continue to operate despite unforeseen setbacks and disasters. It will protect shareholders, partners, employees, customers, and vendors against a variety of business threats. which includes, but not limited

to, the death or disability of an owner or partner; the death or disability of a key employee.

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162 Leverage Bonus

Business Continuation

162 Leverage Bonus

This strategy can be used for Employee Retention or it can allow a business owner to protect his family’s financial future using life insurance for either the death benefit or living benefits that will allow for financial growth with minimal risk.

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SLIRP

Non Qualified Deferred Compensation Programs

162 Leverage Bonus

Supplemental Life Insurance for Retirement Planning, otherwise known as SLIRP, is a strategy that uses a life insurance policy to generate a tax-free income during retirement. This type of policy has no limits on how much you can contribute; no early withdrawal penalties; and income tax-free death benefits to your beneficiary.

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Non Qualified Deferred Compensation Programs

Non Qualified Deferred Compensation Programs

Non Qualified Deferred Compensation Programs

A non-qualified deferred compensation plan or agreement simply defers the payment of a portion of the employee’s compensation to a future date. One of the benefits is making sure that the employee will not be required to pay income tax on those deferred amounts until the amounts are actually paid to the employee. 

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Captive Programs

Non Qualified Deferred Compensation Programs

Non Qualified Deferred Compensation Programs

A Captive Insurance Company is an insurance company that primarily insures the risks of businesses which are related to it through common ownership. For example, the owner or a group of businesses can form a wholly owned Captive Insurance Company for the purpose of insuring his related companies.

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  • Contact
  • 162 Program
  • Learn More
  • Short term Financing
  • Strategies
  • Insurance

New South Financial Group

We’re conveniently located at 42 Las Tunas Circle Savannah, GA 31419

Direct line: (912) 963 - 7246

Copyright © 2024 New South Financial Group - All Rights Reserved.

New South Financial Group

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