Learn More About Our Strategies
Check out the quick videos below to learn how we can help business owners and professionals maximize monetizing their hard-earned assets, recruit and retain top talent, and provide for their families.
Happier Executives
Less Tax Burden
More Tax-Free $
The STAR Plan
Who: For any business owner or professional seeking to learn about how they can access 30%-40% more tax-free retirement income for the rest of their life.
What: The STAR Plan is a proven strategy to move qualified plan assets from a taxable income environment to an income tax-free income environment, which produces substantially more NET retirement income for the rest of your life. How? Mark breaks it down in less than 2 minutes.
The Star Plan
Who: For any business owner or professional seeking to learn about how they can access 30%-40% more tax-free retirement income for the rest of their life.
What: The STAR Plan is a proven strategy to move qualified plan assets from a taxable income environment to an income tax-free income environment, which produces substantially more NET retirement income for the rest of your life. How? Mark breaks it down in less than 2 minutes.
Alternative Roth Conversion Strategies
Who- Anyone who may be invested in an IRA or Roth IRA distributions that involve inherent risk. Even in a qualified conversion to a traditional Roth account, you have Investment risk, longevity risk, and estate risk to your beneficiaries.
What- Alternative Roth Conversion from IRA assets to provide MORE retirement income, with LESS risk, for the rest of YOUR life. How? Mark breaks it down in less than 2 minutes.
Deferred Sales Trust
Who- For anyone facing high capital gains tax on the sale of their business, asset, or real estate assets.
What- A Deferred Sales Trust is a proven financial strategy to mitigate, and potentially eliminate capital gains tax.
Leveraged Executive Bonus Plan
Who- For executives and business owners who want to add a multiplier to their existing retirement benefits.
What- A non-qualified supplemental retirement benefit governed by internal revenue code section 162.
Executive Trifecta Benefit Plan
Who- For business owners and executives who need to retain talented key executives who are making a difference in their business
What- The Executive Trifecta Benefit Plan provides a 3-way benefit for the executive at retirement, the corporation or business, and/or the executive’s family should something happen to the executive.
Life Insurance Policy Audits
529 Plan Alternatives
Who– For anyone seeking to fund education without significant restrictions of a 529 plan, or investment risk.
What– Our alternatives eliminate those restrictions and more. Put as much money in an account for their child as you want.
Buy & Sell Conversion
Who– For any business owner who wants to be able to monetize their business (without dying).
What– Most business owners have a business continuity plan for if they die, but how are they going to monetize their business if they don’t die? We take your existing coverage to fund a supplemental retirement benefit for you and your partners.
Disability Buyout Coverage
Who– For business owners and partners who have an existing life insurance policy, for if a partner dies.
What– The probability of disability is much greater than death. Most disability agreements in a buyout arrangement are weak or non-existent. Our plans provide disability buyout coverage.
Executive Disability Planning Options
Who– For any executives who may not know that most group disability contracts have a benefit limit and percentage of income limit. The benefit is also taxable.
What– With supplemental planning and executive disability coverage, we can generate significantly greater benefits for your executives and yourself.