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Life Insurance Strategies
for Business Owners in the Growth Phase

Are You Working With Business Owners IN THE Growth PHASE?

Business Owners in the growth phase are clients who:

  • Are 40 to 60 Years Old
  • Are Earning More Than $250k annually
  • Are Focused on the Growth of Their Business

If you’re a business owner, there are many issues that keep you up at night. In today’s competitive workplace recruiting, retaining, and rewarding key employees is very important.

Benefit plans are often the leveraging tool that makes the difference and puts you ahead of the competition. As you consider the many options available, expand your thinking to be certain you are also rewarding yourself in the process; Consider utilizing cash value life insurance in a tax-advantaged strategy.

Want to see a sample of our most popular strategy for business owners?

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Life Insurance Strategies to Consider
for Business Owners in the Growth Stage

For those looking to purchase life insurance, there are a few policies that are well-suited for business owners in the growth phase and their specific needs and goals.

split dollar
Split
Dollar
executive bonus plan
Executive
Bonus
Business Finance Calculators​
R² Retirement Income Maximization
business owner succession strategy
Business Owner
Savings Strategy