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Group Life Plans
What are Group Life Plans? Many employers offer group term life insurance to their employees. The amount typically provided is $50,000 group term life coverage that is “free” to their employees. Group term life is one part of group insurance plans. Companies can also offer …
Read More Business Valuation for Your Business?
It may seem counter-intuitive to get a business valuation when you are probably not ready to sell your business. Still, when you know your business value, you unlock valuable understandings for the future of your business. Knowledge about your business value gives you a big …
Read MoreExecutive Benefits
Executive benefit plans can be used to provide specific benefits to business owners, executives, and key employees. Executive benefit plans assist owners and employees in accumulating and protecting wealth while deferring income taxes until retirement. Once in retirement, you may be able to withdraw your …
Read MoreAccumulating and Protecting Wealth
Our goal is to assist you in understanding the opportunities and potential rewards that are available when you take a proactive approach to your business and personal financial situation. Our strategy is to create customized financial solutions to handle your two distinct financial phases; the …
Read MoreRecruit, Retain, and Reward Key Employees
Recruiting Key Employees and Executives Building a high-performing organization has always been critical to maintaining your firms competitive market position. In today’s employment market, that’s even more difficult as workforce changes are creating: Utah experiencing rapid population growth You already knew that Utah is growing …
Read MoreDisability Income for Key Employees and Owners
While most companies recognize the importance of carrying life insurance on the owner and key employees, the facts show that an unexpected disability as far more likely to occur than a death. That means, without individual disability insurance on your key employees (and yourself), your …
Read MoreTax-free income with Tax Conversion Plans
As our government struggles with growing debt, large deficits and spending levels, tax rates will no doubt be reevaluated and adjusted. Now fixed at the lowest historical levels for the last 80 years, when tax rates do go higher, the benefits of financial planning for …
Read MoreFunding the Future with Leveraged Premium
Leveraged premium plans enable clients to leverage liquid assets to fund a life insurance policy. With a leveraged premium financing arrangement, the insured (or the insured’s trust or corporation) takes out a loan from a lender to pay the premiums on a life insurance policy. …
Read MoreQualified Plans for Your Company
Qualified plans provide essential retirement benefits for employers and employees and can also provide death and disability benefits. Qualified plans can give employers a critical edge in attracting and retaining highly qualified employees. Additionally, qualified plans provide tax advantages to employees, key executives, and business …
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CFO Strategies
This Website is for informational purposes only and does not constitute a complete description of our services or product offerings. This website is in no way a solicitation or an offer to sell securities, investment advisory services, annuities, qualified plans, non-qualified plans or insurance except, where applicable, in states where we are licensed and registered. Information throughout this site, whether statements regarding products or services, taxes, the market or other financial information, is obtained from sources which we and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing in this website should be interpreted to state or imply that past results of any investment or policy are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY "LINKED WEBSITE." "Understanding Wealth", "Executive Wealth Builder" and "Final Gift" are registered trademarks of Business Planning Group.