July 27, 2023
Are You Committed to Helping Your Business Clients Achieve Their Goals?
These six articles can help you identify the best strategies.
To help you identify the most appropriate strategies to help achieve the goals of your business clients, we have assembled the articles from our most recent Advanced Markets Campaign. These articles uncover the opportunities you can utilize within this market as well as how to execute these conversations with prospects.
Qualified Plan Campaign articles you may have missed!
Explore these resources to learn how to build relationships with nonqualified plan prospects. A video explaining the ‘whys’ of Nonqualified Employee Benefits is included, as well as marketing and sales tools on these topics.
A variety of nonqualified employee benefit plans are available, including those that include permanent life insurance. Click the link above to learn more about the various options available, including Executive Bonus Plans, Split Dollar Arrangements, and Nonqualified Deferred Compensation Plans.
In this competitive labor market, you have the opportunity to help your business owner clients recruit, reward, and retain key employees by educating them on the nonqualified benefits they can offer. This article is about one such plan, the Executive Bonus Plan, which is common strategy businesses use to reward top employees.
Business owners often choose split dollar arrangements because they benefit the key employee, but the business recovers its costs for funding the benefit. Split dollar arrangements are also beneficial to the business because they help attract and retain key employees. Additionally, the business could write off the premium payments it makes for the benefit as a business expense!
Business owners sometimes wish to reward/retain some of their top talent for their continued success, however they may not be ready or willing to fund the reward at the present time. This article explores nonqualified deferred compensation plans and how they offer a unique opportunity to reward a company’s top performers.
This article provides additional information, marketing and sales tools on these topics. As a first step, you should use the business factfinder to determine what the business owner’s top priorities are, as well as what value you can provide. Then, focus on executing what is most important to them. As a result, you will be able to distinguish yourself from your competitors and earn the privilege of assisting them with any additional financial life goals they might have.
Stay tuned as we continue to expand the campaign catalog!
