Clients with a net worth greater than $10m that need estate planning.
TAKING CARE OF BUSINESS
Kai-Zen for Recruit Retain
The number one concern for CRP’s is recruiting and retaining quality talent. Imagine the impact on your business if even two or three key employees left. It’s a common headliner, corporations are losing talent to competitors. Over the next 10 years, the workforce will shrink tb 16 million. What is your plan to differentiate your benefits vs. your competitors?
Value Provided
- Substantially differentiate your benefits on plans that matter to your key employees.
- 5 payments only
- Almost zero administration or compliance requirements. (no ERISA, 409A or 457(f))
- No loans. Period.
- Protected from business creditors.
Required Qualifications
- Business with 1 or more key personnel.
- Employees or 1099’s between 18-65.
- Minimum salary requirement $100,000
- Group plans available.
