Key Employee Planning

Whether you are a business owner or the head of a not-for-profit, we can help you with financial techniques to recruit, retain, and reward employees.

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Looking for a unique way to recruit and retain key employees such as executives, doctors, and salespeople? We provide a proven strategy to provide selected staff with:

• More Tax-Free Retirement Income;
  
  
• More Death Benefits;
  
  
• More Tax-Free Payments for chronic, critical, or terminal illnesses;--
  

Without Costing you, the Employer, Any Money, while giving them the incentive to stay with your organization for years.

This strategy will:

• Reduce your payroll-related expenses.
  
  
• Provide no liability exposure to you
  
  
• Not add to your administrative expense or burden
  
  
• Increase the net worth on your balance sheet
  

• Useful for nonprofit organizations such as hospitals, foundations, and universities.
  
  
• A powerful tool for C-Corporations.
  
  
• Recruit and retain selected professionals and executives
  
  
• New contract negotiations – Use this strategy instead of pay increases
  
  
• Use this strategy instead of bonuses
  
  
• Acquisition of other companies
  
  
• Replace existing deferred compensation plans
  
  
• Improve your balance sheet for future sale