Protect Your Business IncomePlease take a few minutes to watch the videos on my website and learn about the valuable advantages they explain. My business is helping people save, grow, and protect their money. If you would like to learn more or ask specific questions please let me know by contacting me today.
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Buy/Sell FundingIn any business with at least 2 owners under the age of 50, there's almost a 70% probability that one of them will die or become disabled before they retire. If one of your business partners dies or becomes disabled they are still entitled to the same share of your companies. Where will you get the money to buy them out. Watch this video to learn more about how to avoid a potentially catastrophic situation for your business.
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Key PersonMore than 2 million employees between the ages of 25 and 55 die every year and more than 2 million others are permanently disabled. What if your business loses one of the key people most responsible for it's competitive advantage? The effects on the business can be costly and disruptive. Watch this video to learn how Key Person insurance can protect your business from losing one its most important assets.
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Business Equity TransferWhen it comes time for us to retire and we sell our business or practice, every dollar we get over our capital investment will be taxable. And whatever income we generate from the net proceeds will also be taxable. But if your business or practice is incorporated there's an opportunity to transfer the equity of your business into your own personal retirement account without taxation on the transfer, growth of your money, or the income when you retire. Watch this video to learn more.
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Deferred CompensationDiscriminatory Executive Retirement Plan
If you want to recruit, reward, or retain your top people, watch this short video to learn why deferred compensation plans are so popular. Request a Free Consultation |
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Salary ContinuationExecutive Security Compensation
If you are managing a team of corporate executives, and you want a tax advantaged supplemental compensation plan to enhance their financial security, watch this short video to learn about a three-way plan to guarantee their salary continuation. Request a Free Consultation |
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Executive BonusExecutive Bonus Retirement Plan
If you are a corporate owner or executive with any size company, watch this short video to learn about Section 162 of the Internal Revenue Code, and how you can use tax deductible corporate dollars to fund a legally discriminatory and exclusive retirement plan for specific people in your company (including yourself) that can provide tax free income at retirement. Request a Free Consultation |
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Disability IncomeProtecting Your Most Valuable Financial Asset
If your ability to earn income is dependent on your physical and mental health (not passive investment income), then watch this video to learn how to protect your financial security by replacing your earned income if an accident or illness should result in a long-term disability. If you are in a professional occupation, like a physician, attorney, engineer or accountant, and your income is dependent on highly specialized training, skills, and knowledge, watch this video to learn how you can protect the value of your professional career investment. Request a Free Consultation |