Borrelli Partners Insurance Agency / Greenwich Payment Solutions

Client Landing

ECMC program, encourage all participants to use the entire reserve.

2 companies, Greenwich Payment Solutions, and Borrelli Partners Insurance Agency. Both are In the insurance business.

New hire data

American National-enroll in GenPro – put "Borrelli" in case code

Semi-monthly payroll 15th and last of the month. The first Payroll deduction is the 15th of the month following enrollment.

American National HI, DI, CI, Acc, Life

PLEASE CONFIRM SSN DOH OCCUPATION AND SALARY IN GENPRO

ECMC benefits Reserve per Employee:

ECMD tax-saving program here:

https://docs.google.com/presentation/d/10sKLVIHqwzLGbQ7i4D3pq0qQjDXBvZiql-gMO_VMX8U/edit?usp=sharing

Video to explain the plan:

https://d3by3jmrrkdot1.cloudfront.net/Entities/Entity-Id-6efc0f2e-bfce-4fb7-99f2-19fac234d1bd/videos/WR.ECMD.Intro.v1.mp4

ECMD Commitment form sent to EE to be signed:

https://drive.google.com/file/d/1aIpJl4niaK4YGuvsK31491_v5968-P3f/view?usp=sharing

Rate Table\
Cash Value info\
CinFin Underwriting Handbook