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Create unique benefits for business owners and their employees

Matthew E. Schiff, CLU, ChFC

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There are many determinations to make when working with small- to mid-size companies and their employees. In this session, Schiff addresses how to figure out prospects’ needs and create benefits for employees regardless of insurability. Taking into account limits of section 409A of the IRS code, this presentation helps identify if clients are more in need of current or future deductions and taxable or non-taxable income. In addition to providing an overview of designing executive benefits, Schiff also discusses tax and accounting benefits for businesses and designs that can provide benefits to the “uninsurable.”
 

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