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Pension Plans are Great Tools for Business Owners

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[Transcript]

There’s one week left in the year to do something with their client’s pre-tax dollars.

When I say pensions, I want you to forget what you think you know.

If you’re working with clients who own businesses no matter how big or small, a pension is a great way for them to reward their executives, incentivize high performers, retain quality employees, and save for their own retirement.

You don’t have to worry about the rigidity of an annual cost.

Today’s pensions are designed to be flexible and can be adjusted based on the company’s economic performance.

  • 401(k)s
  • Cash Balance
  • Split Funded
  • Defined Contribution
  • Money Purchase

These are all different ways in which a pension can be set up.

You don’t have to be an expert in this business you just need to work with one!

We have been in business for 45 years.

Let us help you, call me today!

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