In our Business Owner Center, you will find information on concepts that successful business owners and professionals can use to:
- Provide additional tax deferral options to reduce year to year income taxes
- Provide higher contribution limits to supplement qualified retirement plans
- Build a retirement income base that more closely matches a high income in producing years
- Properly fund a Buy-Sell Agreement
- Structure a Succession Plan and provide a runway to exiting the business
- Provide a controlled financial incentive to keep key employees loyal to the organization
- Structure protection against the loss of employees crucial to the success of the business
Business Owner Need: | Strategy: |
| Providing funding to a structured Buy-Sell agreement that passes the business on to a partner or key employee. | Buy / Sell Agreement Funding: LEARN MORE |
| Business owner has a need for retirement savings above their 401k profit sharing limit. | Cash Balance Plans: LEARN MORE |
| Business owner wants to incentivize loyalty from their business's key producers. | Non-Qualified Deferred Compensation: LEARN MORE |
| (Coming Soon): Business owner desires to allow employees an ownership stake as part of a succession plan. | Employee Stock Ownership Plan (ESOP): LEARN MORE |