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Key Employee Split Dollar
A split-dollar life insurance agreement (or “split-dollar plan”) is a strategy generally used as an employer benefit or for estate planning involving life insurance. It's an agreement between two or more parties to share the ownership, costs, and benefits of a permanent life insurance policy, like whole life.
Supplemental Employee Retirement Plans (SERP)
A SERP is an employer paid deferred compensation agreement that provides supplemental retirement income to a participant, based on the employee meeting certain vesting or other specified conditions.
Concentrated Stock Positions
If you have a large portion of your investment portfolio in a single stock, you have a concentrated stock position. Company founders, board members, senior management and other employees and individuals who might work for a public company and be compensated in part in its stock often end up with concentrated positions.
ISO & NQSO
There is typically a vesting schedule attached to option grants that specify when you have the right to exercise your stock options. Companies can offer employees: Incentive Stock Options (“ISO”) Nonqualified Stock Options (“NQSO”).
Asset Based Long-Term Care Private Long-Term Disability
With asset-based long-term care insurance, policyholders can use their premiums to build cash value over time, which can be used to cover the costs of long-term care services. The policyholder can also receive long-term care benefits from the policy's death benefit.
Business Executives
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Business Executives
● Asset-Based LTC & Annuity Funded LTC
A Better Way to Plan for Your Future
Asset-Based Long-Term Care (LTC) and Annuity Funded LTC are innovative insurance solutions that provide comprehensive long-term care coverage while also providing additional benefits such as potential tax benefits and the ability to leave a legacy for your loved ones.
Asset-Based LTC and Annuity Funded LTC offer several benefits that make them a smart choice for anyone who wants to protect themselves and their loved ones from the high costs of long-term care.
Why Choose Us?
At Wealth Preservers, we specialize in providing innovative insurance solutions that help our clients protect their futures. Our experienced professionals will work with you to customize an Asset-Based LTC or Annuity Funded LTC policy that meets your unique needs and budget.
We understand that planning for the future can be overwhelming, so we’re committed to making the process as simple as possible. With our help, you can rest easy knowing you and your loved ones are protected.
● Split-dollar Key employee
A Win-Win Solution for Key Employees and Employers
Split-Dollar Key Employee is a powerful tool that allows employers to provide key employees with valuable benefits to help them achieve their long-term financial goals.
The Key employee and the employer both gain a lot from this relationship. It can assist the company in luring, keeping, and rewarding outstanding people. For the key employee, it is a priceless financial asset that can be used to safeguard their family’s future.
This tool offers a lot more benefits and our team of experts can help you design a plan that meets your needs and benefits your key employees.
● Supplemental Employee Retirement Plan (SERP)
Ensure Your Retirement is as Comfortable as Your Working Years
A SERP is a supplemental retirement plan offered by an employer to provide additional retirement benefits to key employees, such as executives and high-level managers. These plans are designed to help bridge the gap between traditional retirement plans and the financial needs of top-tier employees.
Why Consider a SERP?
SERPs can offer several benefits to both employers and employees. For employers, a SERP can help attract and retain top talent by providing additional retirement benefits to key employees. For employees, a SERP can help ensure a comfortable retirement by providing supplemental income beyond traditional retirement plans.
How Our SERP Solutions Can Help
At Wealth Preservers, we offer a range of SERP solutions designed to meet the needs of both employers and employees. Our team of experts works with you to create a customized plan that fits your unique needs and helps you achieve your retirement goals.
● C Corp Executive Benefits
Empower Your Executives to Drive Your Company Forward
As a C Corporation, your company has the unique opportunity to offer executive benefits that can help attract and retain top talent. These benefits include everything from stock options to deferred compensation plans, providing your executives with the financial incentives they need to drive your company forward.
In addition, executive benefits can also help align your executives’ interests with those of your company, incentivizing them to work towards the long-term success of your business.
How Do C Corp Executive Benefits Work?
C Corp Executive Benefits are typically designed to reward your executives for achieving specific goals or milestones, such as hitting revenue targets or achieving specific growth metrics. By tying these benefits to particular purposes, you can create a culture of accountability and incentivize your executives to work toward your company’s successany’s success.
Ready to Learn More About C Corp Executive Benefits? Contact Us Today to Schedule a Consultation.
C Corp Executive Benefits are typically designed to reward your executives for achieving specific goals or milestones, such as hitting revenue targets or achieving specific growth metrics. By tying these benefits to particular purposes, you can create a culture of accountability and incentivize your executives to work toward your company’s successany’s success.
Ready to Learn More About C Corp Executive Benefits? Contact Us Today to Schedule a Consultation.
● Seven Pay Funding for SERP
At Wealth Preservers, we understand that one of the biggest hurdles is securing the necessary funds to keep your business afloat or to take it to the next level. That’s where we come in. We offer fast and flexible funding solutions to help you achieve your business goals.
Our team of financial experts is dedicated to providing you with the best possible funding options. Every business is unique, so we tailor our funding solutions to meet your needs.
Ready to take your business to the next level? Schedule a meeting with us now.
● Retirement planning
Expert Retirement Planning Services
At Wealth Preservers, we understand the importance of planning for your retirement. Whether you’re just starting to think about your future or ready to retire, our team of experts can help you make informed decisions about your retirement.
Our retirement planning services are tailored to meet your unique needs and goals. We take the time to understand your current financial situation, as well as your long-term goals, so that we can create a plan that works for you. We’ll help you navigate the complex world of retirement planning, from social security benefits to investment options and everything in between.
Retirement Income Strategies
Our retirement income strategies are designed to be flexible and adaptable so that you can adjust as your needs and circumstances change. We’ll help you identify potential sources of income, such as social security, pensions, and investments, and create a plan that maximizes your revenue while minimizing your risk.
