We work with financial planners who have clients with a net worth > $1,500,000 and have a qualified plan or IRA with a balance > $250,000.  We will show you how to grow part of your client's retirement plan income and estate tax free.

Here's a list of some of the items that make GSL unique...

A) An IRS nationally approved prototype plan. The only plan with specific
language to support this kind of purchase.

B) The right product. Our product deliver results 25% better than other comparable
products. We would like to tell you why.

C) IRS determination letter is provided on each and every case.

D) The marketing presentation. We have made the PAT presentation to clients thousands of times. We not only create the presentation, but want to give that presentation (over then phone) to your clients while you listen.

Who is GSL Advisory?
 
GSL Advisory is the creator of the PAT Plan. Hundreds of PAT programs have been implemented nationwide.

The principals of GSL Advisory are Edwin Lichtig, MBA and Larry Weiss, CPA.

Mr. Lichtig and Mr. Weiss have published numerous articles in financial planning, wealth creation, tax and law journals. They often speak at local and national meetings discussing issues relative to retirement planning, wealth creation and estate planning.
  
Who does GSL Advisory work with?

GSL Advisory works with stockbrokers, financial planners, and life insurance agents to provide their clients the PAT solution. We also have worked closely with inquiring CPA's, pension administrators, and attorneys implementing our program.

Does GSL Advisory offer other products and services than the PAT Plan?

GSL is solely dedicated to the PAT and the Roth conversion program.

What are the costs/marketing fees of the PAT program to me?
 
None. GSL Advisory has no start-up fees or annual costs for the financial planner.

How does GSL get paid?

GSL Advisory takes 40% of the case, the financial planner gets 60% of the case. You will need to get appointed with the carriers we deem best for the PAT strategy. If you are already appointed with our carriers, you are set to go. You do not need to get re-appointed.

What marketing materials are available for the PAT Plan?

• A Sample presentation.
• Articles for advisers. In depth articles about PAT published in the largest tax and law  journals.
• Prospecting letters.
• IRS Prototype.
• A four color brochure.

See the Order Form on this web site.

How legally sound is the PAT Plan?

100%. The PAT Plan is backed by a nationally approved IRS prototype retirement plan. Each client will get an IRS "Determination letter" as part of their PAT Plan.  All your clients' advisers are satisfied. The PAT Plan is simple and proven.

How long has the PAT program existed?

The PAT Plan has been implemented for hundreds of clients over the past 12 years.

How do we get started?

Click here to go to "How To sell the PAT program" page.