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.