CFAL | CircleVision Financial Planning
 
Personal SolutionsCorporate ServicesAbout CFAL
   
CFAL Personal Financial Solutions
»
     
     
The Blue Marlin Retirement Plan
   

You owe it to yourself to provide for your financial security when you retire. CFAL’s Blue Marlin Retirement Plan lets you invest a part of your earnings on a regular basis to grow until you need it.

The Blue Marlin Retirement Plan is a properly structured and efficiently managed Trust Fund that will provide the security and flexibility you need to achieve your personal retirement goals. The Blue Marlin Retirement Plan is portable, so your secure investment will always be there for you, no matter where life takes you.

There are three membership categories:

Sponsored Contributor: you contribute to the plan and your employer agrees to participate and contribute on your behalf.

Voluntary Contributor: you contribute to the plan, but your employer does not wish to contribute at this time.

Self Employed Contributor: you work for yourself and contribute to the plan.

Blue Marlin Retirement Plan members also receive at no extra charge Personal Accident (PA) Insurance Supplemental coverage to safeguard your family’s future if you are in accident. It’s one more way we are using CircleVision to look out for your financial security every day.

 

 
     
     
  Download Brochures:
     
  Contact a CFAL Financial Planning Expert
     
  Home
 
 
 
         
Read The CFAL Advisor       CFAL Alerts
 
CFAL Advisor - Volume 9, May 2008
CFAL Advisor - Volume 8, January 2008
CFAL Advisor - Volume 7, October 2007
CFAL Advisor - Volume 6, July 2007
CFAL Advisor - Volume 5, April 2007
CFAL Advisor - Volume 4, January 2007
     
 
Signup to receive CFAL news, articles and personal financial planning tips.
         
   
   
CFAL
© 2007 CFAL Ltd. CircleVision© Financial Planning.
Personal Solutions | Corporate Services | About CFAL | The Bahamas
| Contacts
Terms of Use | Privacy Policy