Design to Align with Qualified Plans

Qualified Plans offer a tremendous opportunity for business owners.

Not only do they provide for retirement savings and increase employee morale, but they provide significant tax savings for the business, an advantage that is particularly important right now during tax season.

There are many different types of qualified plans that clients can choose from and finding the one that is most closely aligned with your business owner client’s goals and objectives can seem daunting.

For more on this topic –

National Life’s Advanced Markets Team is here to help you take full advantage of the opportunities offered for your business clients qualified plans. Here are some resources to help you understand the various options that exist with qualified plans, so you can help your clients find the most effective solution. Watch the video below for insights on how to identify the goals of your business owner clients so you can match them with the right qualified plan.

Advantages for Clients

Scott Levin, CFP, AIF
Worthington Financial Partners

Qualified Plans Playbook