With the right executive benefits plan, organizations can reduce risk and generate income while retaining and rewarding their leadership teams.
In this complimentary webinar, TJ Telford, Area Vice President, National Executive Benefits Practice, will explain how tax-advantaged plans help mitigate reputation risk on the organization’s 990 and can generate income for the organization when leveraging the proper tax code and plan design.
TJ will also explore how executives can receive tax-free income with the option to design for installment periods, or annual distributions that can last throughout retirement.
Learn how tax-advantaged plans create a win-win situation for both the organization and the executive with key takeaways that include:
- Accounting and legal considerations
- Options for organizations to fund the split dollar benefit
- Designing a plan to meet strategic goals
- Favorable 990 reporting
- Tax-free income plan design
- Minimizing or eliminating accrued liability costs
- Accruing interest income
Speaker: TJ Telford, Area Vice President, National Executive Benefits Practice
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