bizplan_title_selltasc

An IRS Code Section 105 Medical Reimbursement Plan with BizPlan qualifying small business owners can deduct 100% of their family’s health insurance premiums and out-of-pocket medical, vision and dental expenses not covered by insurance. With BizPlan, a self-employed business owner may offer their employed spouse a medical reimbursement package. The package covers qualified costs incurred by all family members, including the business owner!
 
The bottom line? A real 100% tax deduction (on federal, state, and self-employment taxes) for your Client’s family medical costs. On average, BizPlan Clients realize a real-dollar savings of over $2,300 a year!
 
As a BizPlan Provider You Will:
  • Enhance your current Client relationships as you offer a service that many small businesses deserve and need.
  • Increase your ability to attract new Clients while retaining current ones.
  • Increase your revenue from Plan consultation fees and/or commission from the sale of BizPlan.
  • Open the door to additional business services or product opportunities with Client.
  • Those involved in tax and accounting fields also gain from the opportunity to market related tax/bookkeeping and other services. Insurance, financial and/or investment services professionals gain from increased employee benefit product sales and through marketing investments to Clients who just saved money on taxes.
All BizPlan Providers Receive:
  • Participate in BizPlan’s lead network
  • Receive a Provider Manual for reference
  • Receive quarterly newsletters and technical bulletins with updates or changes in tax law
  • Receive marketing materials, including a Publicity Guide, point of sale brochures, participant enrollment forms, and display stands
  • Receive seminar planning assistance
  • Can count on toll-free technical support
BizPlan Providers Are Expected To:
  • Sign the Provider Agreement and return it with the appropriate fee. Becoming a Provider of BizPlan is quick and easy. Just fill out and sign the Provider Agreement and fax or mail it to TASC with the appropriate fee. (Mail the Agreement to TASC, 2302 International Lane, Madison, WI 53704-3140 or fax it to 608-241-4584.) You will receive your Provider I.D. number and marketing materials in a matter of days.
  • Understand the basic concepts. Providers should understand the basic concepts surrounding the Plan. The more a Provider understands, the easier it will be to explain to Clients.
  • Identify Clients who qualify for this tremendous tax savings. Sole Proprietors who can legitimately employ their spouses in the business are perfect candidates for BizPlan. Many partnerships, corporations and limited liability companies may also be eligible.
  • Market BizPlan to your Clients. You should utilize BizPlan marketing support to get the word out regarding BizPlan. Samples of direct mail pieces, advertisements, and press releases are available in the Provider Manual.
  • Enroll your Clients. We encourage you to play an active role in the enrollment process, as well as in other areas involving your Clients. This may include the renewal process and changes in Plan elections and/or filing status. Your active participation in BizPlan will make a difference in your Client’s business and yours.
Take the first step and contract now! To sign up to bring this valuable service to your small business Clients, contact TASC Provider Services at 1-800-422-4661, or via e-mail at sales@tasconline.com .