Client Guide to Key Employee Retention
concept-piece-download-70077-cf-key-employee-retention

THIS IS A CLIENT-FACING PIECE, subject to any compliance reviews and approval from your broker-dealer.

Three plans. One goal: help a business owner retain key employees. Moving from simple to more complex, these plans include and an endorsement split dollar plan, executive bonus plan with an option to add a restriction and defined contribution supplemental retirement plan.

Published: January 17, 2023
Tracking Code: 70077-CF
Business Line: Advanced Planning
Category: Business Owners
Share
Free Download