Paths
Succession Planning
- Protecting the human capital component.
- Planning for ownership transition and the continuity of your business.
- Providing for outstanding talent; recruiting, retaining and rewarding key people.
- Developing an exit strategy.
Private Retirement Plans
- Allows Participants to fund retirement with private equity, business interests, real estate, and other self- directed investments assets.
- Plan funds, distributions and death benefits are fully exempt from both bankruptcy and non-bankruptcy situations.
- Funding is sourced from a Participant’s after-tax balance sheet without asset funding limitations.
Distributions and Benefits are tax-free.
Tax Mitigation
- Slash Your Tax Bill as much as 50%
- Increase Your Cash flow
- Fund Future Growth
Cash Value Life Insurance
- Perfect transfer vehicle for tax and estate planning purposes
- Solution for long term care, college funding, legacy, charity, major purchase financing issues
- Control and use of your own funds with no penalties or restrictions.
- Control future cash flow.
Alternate Asset Classes
- Are immune to factors that cause price instability in other asset classes.
- Are unaffected by market volatility, credit markets, interest rates, Geo-political unrest and natural forces.
- Using alternatives with other market securities can reduce overall portfolio volatility.
- Secure and Collateralized options with stable returns.
Self - Funded Health Plans
- Overpaying for Employee Health Benefits?
- Save 30% – 50% in Annual Health Care Costs
- Increase Long Term Enterprise Value
