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International Association of Registered Financial Consultants
BUSINESS CENTER
EMPLOYEE BENEFITS, INSURANCE, & MORE
EMPLOYEE BENEFITS
INSURANCE SERVICES
In addition to group insurance, many businesses utilize Buy-Sell Life Insurance, Key Person Insurance, Business Continuation, and Disability & Overhead Protection Insurance. Owner-only Insurance: Disability, Long Term Care, and Life Insurance. Pay for personal insurance through the business.
TAX MINIMIZATION STRATEGIES
Nobody enjoys paying taxes. Nobody.Through careful, creative planning it is possible to defer taxes, reduce taxes, and in some cases eliminate taxes. Keep yourself informed of the cutting edge strategies available to you.
As a business
owner, your business and personal financial needs are tied
together. Together we can design and implement an integrated
approach to meet your financial goals and objectives. This
allows your business to provide cost-effective benefits for
employees and key executives, and achieve your own personal
financial goals.
Your employees are a key asset to your business, and happy employees are the best employees. Effective benefit packages allow your company to retain, motivate, and recruit the right employees while providing your business with valuable tax advantages. Explore a variety of programs that can be tailored to meet the needs of your business and your employees, from qualified retirement plans and executive compensation programs, to custom group benefit packages.
As the business owner, your blood, sweat, and tears built the business. Sometimes you may ask yourself, “What’s in it for me?” Fortunately, there are programs that directly benefit you, the business owner. These programs range from aggressive retirement packages with large tax deductions, to owner-only insurance programs. Together, let’s explore a variety of programs designed to keep you and your business prosperous.
Ask about the super-sized retirement program that allows a business owner to put up to $668,000 into the plan each year. This is nothing like the IRA your CPA recommended!