One Solution Helps Meet Multiple Retirement Needs

The client was an established, mid-size non-profit with two co-founders. A few of the company’s key employees recently had been hired away by competitors offering higher salaries and signing bonuses. The firm sought a new incentive program that would help retain top employees, while still providing a current tax deduction. 

The financial professional leaned on the expertise of our Business and Advanced Solutions team to help the client select and implement a Principal^® Bonus (Tax Exempt) plan with the following design and funded with indexed UL.