Business Owners
Executive Bonus Plans
In some cases, they can be a more tax-efficient way to reward top talent. They give employees additional compensation with a lower current cost to the employer than some other types of benefits. An Executive Bonus Plan, also referred to as Section 162 Plan, is a non-qualified plan used by employers to provide special compensation to key executives.
Split Dollar Plans
A split-dollar life insurance agreement (or “split-dollar plan”) is a strategy generally used as an employer benefit or for estate planning involving life insurance. An agreement between two or more parties to share the ownership, costs, and benefits of a permanent life insurance policy.
Advanced Private Pension
Do not rely on anyone else to take care of you financially in the years to come. Instead do the SMART (Specified, Measurable , Assessable , Real and Time Focused. No one will take care of you better than you. We have the tools to do so.
Be Your Own Bank
Safety, Liquidity, Privacy, Tax advantaged, Leverage. “Be Your Own Bank” is another way to refer to Nelson Nash’s Infinite Banking Concept: Becoming Your Own Banker®. To be your own bank, you replace conventional thinking and take back control of your money outside of Wall Street.