SECT. 162 & SPLIT DOLLAR - EXECUTIVE BONUS PLANS

- Income Tax Liability Reduction, Withdraw Retained Earnings & Key Employee Retention Strategies -

Whether you're a Non-Profit or For-Profit organization looking for any of the following, keep reading...

Strategies to significantly offset your taxable income liabilities, including Employee Retention Tax Credits received
Withdraw Retained Earnings leveraging less known tax codes (used by majority of the Fortune 500)
Keep your earnings vs throwing money into the Government Dumpster Fire or Shareholder Distributions
Golden Handcuffs - Recruit/Retain Top Tier Talent

We're experts in the Section 162, and Split Dollar Executive Bonus Plan structures.

98% of CPAs either don't know this information, or cannot execute correctly, creating more of a liability. We'll help you keep more of your money, and help you gain the knowledge on this powerful method of utilizing these plans to recruit top tier talent.

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EXECUTIVE BONUS PLANS

Owners: Access corporate capital in tax advantaged ways | Capital remains on balance sheet

EXECUTIVE BONUS PLANS

Owners: Put the "Golden Handcuffs" on your Key Executives | Use for Retention or Recruiting

WHY USE AN EXECUTIVE BONUS PLAN?

How It Works?

Using executive bonuses to fund a tax-advantaged plan can be a smart way to provide additional benefits to executives while also gaining some tax advantages for the company.

Executive Bonus Plan (Section 162 Bonus Plan) is a simple way for businesses to provide additional compensation to key employees or executives. The business provides a bonus which the executive can use to pay the premiums on a life insurance policy. The premiums are deductible to the company as a business expense.

A VALUABLE INCENTIVE TO KEY EMPLOYEES

Unlock The Power Of Your

Executive Bonus Plan

A mutually beneficial financial strategy:

Section 162 Executive Bonus Plans offer a valuable incentive to key employees by funding an IUL policy. An Indexed Universal Life (IUL) policy not only provides a death benefit, but also potential cash value growth linked to a stock market index, without direct market participation.

This allows beneficiaries to enjoy potential market-linked gains while being protected from downturns. Employers can deduct these premium payments as a business expense, and employees receive a valuable life insurance policy with tax-advantaged growth potential. The combination of Section 162 and IUL offers both companies and their key personnel a mutually beneficial financial strategy.

THE DISTINCTIVE ADVANTAGE

A Premier Financial

Strategy

Unlock The Power of...

An Executive Bonus Split Dollar Plan with Indexed Universal Life (IUL) insurance.

This premier strategy fuses the tax-efficiency and flexibility of bonus arrangements with the growth potential of IUL, offering key employees a distinctive advantage.

It not only provides essential death benefit protection but also an opportunity for cash value accumulation linked to market performance. Dive into this dynamic combination to elevate your executive compensation packages, retain top talent, and optimize financial outcomes for both businesses and employees."