If you are a business owner looking for ways to reward yourself or key employees with a tax-advantaged retirement program, B.O.S.S. is a program worth considering. It is a non-qualified benefit plan for business owners and key employees
Attract, Reward and Retain key employees
Income tax-free retirement income
Income tax-free death benefits to heirs
Our proprietary proposal system takes the B.O.S.S. concept and brands it to your firm. You can select the demographic images, and the color scheme will match your branded colors.
If you have an active case, you can request a customized proposal for your clients by clicking the button below.
f you would like to discuss this or any of our other strategies, feel free to set up a time to connect with our team.
Business Owners making $250k+; Business owners who want to save on taxes.