Executive Trifecta Benefit Plan | Creative Tax-Efficient Strategies

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.

How? Mark breaks it down in less than 2 minutes. For more information or to learn more about how you can implement any of our strategies for your business, just give us a call at 716-855-1600, email Mark at [email protected], or fill out the contact form below!

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