Strategies for your client

Based on your responses, your business client may benefit from a SERP, Split Dollar or Executive Bonus Plan.

Supplemental Executive Retirement Plan (SERP)

Two men talking at a table

See how a SERP PLAN for business owners concerned about:

  • Funding fringe benefits using business dollars
  • Funding a retirement income shortfall
  • Contribution limits on qualified plans

  
Split Dollar plan

Businessman and construction worker looking at plans

See how A SPLIT DOLLAR PLAN works for business owners concerned about:

  • Providing cost-efficient fringe benefits
  • Utilizing strategies that have minimal impact to their balance sheet
  • Designing custom plans for selected employees
  • Creating an attractive retirement benefit for key employees that will encourage them to remain employed with the business until retirement

  
Executive Bonus plan

Man in a comfortable shirt smiling with his arms folded

See how an executive bonus plan works for business owners concerned about:

  • Attracting new talent
  • Retaining key talent
  • Providing benefits with tax-deductible dollars