Life Income Plan for Business

You spent years building a successful business from the ground up. Now you’re looking for ways to recruit, reward, and retain your key people, while building your own financial independence at the same time. The Life Income Plan℠ for Business may be the answer.

The Life Income Plan℠ for Business is a comprehensive solution for business owners seeking to retain key employees through a future benefit, while enhancing opportunities for tax-advantaged cash values to meet their own accumulation goals.

The Life Income Plan℠ for Business was designed to provide investment options to business owners and their key employees that help meet their accumulation goals.

Key Components of the Plan

  • A tax-deferred life insurance policy designed to mitigate the potential income gap left by traditional benefit plans, helping business owners like you retire on a significant percentage of your final income while providing valuable protection for your loved ones, and
  • A Supplemental Employee Retirement Plan option (SERP) for select key employees, giving them a vested interest in the business for future benefit with possible access to liquidity should an equity opportunity arise.
  • A one-way Buy-Sell agreement between you and your key employees which can be funded from the acceleration of benefits from the Key Employee’s SERP Plan.

* The corporate variable universal life policies may offer a variety of subaccounts available from multiple notable fund families. The actual list of subaccount investment options varies based on carrier selection.

Contact us today to find out how the Life Income Plan℠ for Business can help you retain your top talent, as well as build your financial independence.

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