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Executive benefit planning tool

Executive benefit planning tool

Find out what strategy may help your small business owner client.

What is the business type?

For profit

Not for-profit

Is the goal to create a benefit for the owner or employee?

Owner

Employee

How is the business organized?

Pass-through

C-corp

Which of these considerations is most important?

Receiving a current deduction on benefits paid

The need for business control

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Fund Profile
Fund Performance
Unit Values

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Top 10 Holdings
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Risk Disclosure(s)

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Performance %
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Risk Disclosure(s)

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Daily as of {{invescoOverlay.fundPerformanceData.fullperfData.productPerformance.lastUnitValueDate}} unit value ${{invescoOverlay.funDetail.unitValueYesterday}}

Risk Disclosure(s)

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