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Strategic Retirement Plan

Thru our affiliate business partnerships we work with many business owners to facilitate individualized, personalized and proprietary retirement programs.

Strategic Retirement Plan

Our program is simply a tool through which a business owner may have the ability to drastically advance their wealth accumulation relative to their retirement planning efforts in a highly tax advantaged manner. This methodology, when applicable, gives business owners the opportunity to take a tax deduction relative to their participation, grow their wealth tax deferred and take tax free distributions out of this retirement planning program . 


Additionally, it jump starts their retirement by advancing massive amounts of capital in their program for them, with the goal of realizing superior gains as a result of having more money working for them. This lends itself to having the ability to generate a much larger nest egg than through other approaches that may then be distributed on a tax free basis.


Multiple Uses For This Program includes:


• Wealth Transfer: Transfer massive amounts of wealth to your heirs, charity, school or foundation utilizing the most powerful and cost effective manner while guaranteeing the results

• Estate Plan: Engage in estate planning utilizing the benefits of your business to accomplish the most cost effective ILIT in existence

• Qualified Plan Rescue: By redirecting participating funds, the opportunity exists to generate a structure that results in tax free distributions that may be applied against taxes due on distributions out of a qualified plan

• Business Exit Planning: With the ability of the front loading to be assumed, it may provide massive benefit to the business seller and buyer at sale

• Key-man & Buy/Sell: With the insurance contained within the structure, it can be used as a wealth accumulation medium and address insurance needs simultaneously.



Contact us to learn more about this Retirement Plan.

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