Resources
If you find good insights in the materials here, please do not hesitate to reach out. Our passion is helping clients build and implement effective strategies suited to their specific needs. That being the case, the work we do is very much a bespoke process; what is a great fit for one will not uniformly be optimized for another.
Section 162 executive plans: The bonus that keeps on giving
A Section 162 executive bonus plan is a way to attract, reward, and retain key employees using life insurance.