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The 12 Million Dollar Illustration

How much in new assets under management would you need to bring in to generate $100,000? We break it down for you and show the benefit of incorporating life insurance into your practice. Click here for the full-color, print-friendly PDF.

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Situation: Not-for-profit organizations, like for-profit companies, can establish deferred compensation plans for their executives. However, nonqualified deferral plans for executives of tax-exempt organizations face limitations.Advisors to tax-exempt organizations must understand the additional limitations on nonqualified deferred compensation arrangements to ensure proper tax-deferral. Unfortunately, this author has seen several arrangements in the not-for-profit setting where the […]

Will Your Client’s Death Benefit Be Taxed? What to Know About NQDC Plans

Situation: Nonqualified Deferred Compensation (NQDC) plans are a flexible and strategic tool used by businesses to attract, retain, and reward key employees. Unlike qualified plans, NQDC arrangements are not subject to many of the strict contribution limits and nondiscrimination requirements imposed by ERISA. This allows employers to selectively offer enhanced retirement benefits to a targeted […]

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