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BUSINESS and "NON-INDIVIDUAL"
ACCOUNT
The BUSINESS
or "NON-INDIVIDUAL" ADVANTAGE
account is a CENTRAL
ASSETS ACCOUNT where
most of your business financial services can be
consolidated into one cash/investment management
style account.
BASIC
BENEFITS
The BUSINESS ACCOUNT provides
the identical BENEFITS
as the INDIVIDUAL ADVANTAGE account with
emphasis that the business owner'(s):
- Corporate
checking
account will receive interest
.10%*
without having to
transfer funds from one account to another.
- Monthly
and year end complete transaction history
statements
are generated to assist in tax
preparation.
- Can
buy, sell and/or hold all investments
on behalf of her or his company as easily as
one does in an individual account.
- May
easily borrow or withdraw
funds from the corporate Advantage account
by pre-establishing the proper margin
requirements.
Your Advantage
Account makes it easy to manage all your assets
more effectively through a single account.*
By
utilizing which ever combination of suggestions
in the Selection
Process that
seems most appropriate,
apply them in your business account.
Other
Services for
Executives and Business Owners:
We offer a
full range of financial programs and choices to
assist business owners, executives, and
corporations including:
- personal investment
portfolio
- estate planning for
executives
- Rule 144 restricted
and control stock sales
- stock-option
exercise and sale programs
- corporate cash
management
- corporate stock
repurchase programs
- retirement plan
- SEP-IRAs
- pension and
profit-sharing plans
- 401(k) plans
- money-purchase
pension plans
- defined-benefit
plans
- evaluation of
existing plans
- design and
implementation of new plans
- key-man and other
life insurance programs
- funding for buy-sell
insurance agreements
- investment advice on
proceeds from sale of business
The Government guarantee of the securities owned
by the Government Securities Portfolio does not
guarantee the net asset value of the Portfolio's
shares, which the Portfolio seeks to maintain at
$1.00 per share. Yields on all three portfolios
will fluctuate. Future performance is not
guaranteed.
*Current
rate as of 6/29/09.The Advantage
Account fact kit includes the money market bank
sweep (FDIC insured) and a prospectus, which
contains complete information, including
account/management fees and expenses. Read it
carefully before you invest.
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