Advanced Strategies

Premium Finance Specialists

What you don’t know about this strategy could cost you a lot of money. When coordinated properly, this is a very effective business/estate planning tool used by consultants and advisers to assist successful business owners in providing liquidity for estate planning or to insure against a business risk without using their existing cash flow or liquidating any current investments.

Contact us for more information or planning strategy – because what we do know about this can reward you with tremendous tax savings!

Pension Maximization Strategies

Are you a successful business owner that is frustrated by not being able to make the type of retirement contributions that will enable you to maintain your lifestyle in retirement because of restrictions that ERISA/IRS places on you because of your employees. Are you paying too much in taxes? Would you like to find out how you can replace the typical 401k limitations so that you can:

* Make annual retirement plan contributions of $100-$300k+++*
* Reduce your tax liability
* While paying yourself and not Uncle Sam

Download the Advanced Planning Strategies presentation here.

Non-Qualified Compensation Programs

Are you a successful professional paying too much in taxes? Are you maximizing the qualified retirement plan options available to you? Are you frustrated by this? Our advanced planning team may have options for you! Don’t settle for ordinary, demand extraordinary planning strategies that are customized for your unique situation. You can you can contact us and we will discreetly begin the screening process. Not exploring your options could be a costly mistake.

There are many advanced planning concepts on which the irs has given clear, approved guidance that offer excellent planning options to prospective clients.

1. Split dollar plans
2. Executive bonus plans
3. Qualified retirement plans
4. Medical reimbursement plans
5. Charitable remainder annuity trusts
6. Non-qualified deferred compensation plans
7. Structuring tax-favorable business succession plans
8. Asset protection – tax advantageous trust and estate strategies

Download the Advanced Planning Strategies presentation here.

There are many choices within this arena that you need to be aware of before making any decisions on how to receive your money. Our specialists will work with your advisors to help you make a decision that you can live with comfortably! Contact us today.