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Michael A. Milazzo, CLU, ChFC
Registered Principal
The Meridian Financial Company
3350 Club Villas Dr SE, Unit #1303
Southport, NC 28461
Phone: 631-979-4223
Fax: 910-854-0002
Email: meridian@ae.cadaretgrant.com
Website: www.merfinco.com
September/October 2023
Get to Know Your Benefits
Each Fall employee benefits enrollment is a time when executives and even business owners can leverage corporate dollars to provide a base of insurance coverage and retirement savings, both of which should complement the insurance and retirement investing individuals do outside the workplace.
A Benefit Base
While employee benefits may serve only as a beginning for most high net worth individuals, they can prove a cost-effective way to purchase various types of insurance while leveraging tax-deferred or potentially tax-free dollars for retirement investing.Start by enrolling in any benefits that are company-paid — it just makes sense. Some companies will offer life insurance—cost-free—that equals one or more times employees’ salaries. Take advantage of any company contribution made to a qualified retirement plan, such as a 401(k) plan and Health Savings Account. Examine disability income and long term care insurance offerings, too.
Consult your insurance and financial professionals to merge your employer’s benefit offerings into your overall insurance and financial strategies.
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Securities and Advisory Services offered through Cadaret, Grant & Co, Inc, a Registered Investment Advisor and Member FINRA/SIPC. The Meridian Financial Company and Cadaret, Grant & Co., Inc. are separate entities. I am registered to sell Securities in the following States: NY, NJ, PA, NC, FL, ID.
The Meridian Financial Company and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.
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