Executive Benefit Strategy
A Deductible Business Expense. A Growing Personal Asset.
Use a Section 162 bonus arrangement to build tax-advantaged wealth for key executives. A deductible business expense and a growing personal asset — at the same time.
Schedule My Strategy ReviewHow This Strategy Works
Fully Tax-Deductible
Under a Section 162 bonus arrangement, the premium paid to fund this strategy is a deductible business expense. The company reduces its taxable income while building a benefit for key executives.
Tax-Advantaged Executive Growth
The executive owns the policy and benefits from tax-advantaged growth. Distributions can be structured to supplement retirement income without the restrictions of a qualified plan.
A Retention Tool That Actually Works
Unlike cash bonuses that are spent, this benefit builds lasting personal wealth. Vesting schedules can be designed to reward loyalty and keep top talent committed to the organization.
Section 162 arrangements work for business owners who want to reward key people and for executives who want to build wealth beyond their employer plan.
Complimentary. No pressure. A clear path to your LivingLEGACY™.