If you work with high-income business owners looking to reduce taxes and accelerate retirement savings, this case study is a must-read.
Inside, you’ll discover how Adam, a successful consulting firm owner, leveraged a Cash Balance Plan with a Life Insurance Enhancement to:
- Lower his taxable income by $150,000 annually
- Save $275,000 in taxes over five years
- Secure a $1.5 million life insurance benefit for his family
- Build $600,000 in retirement savings—on top of his 401(k)
This strategy isn’t just for large corporations—business owners of all sizes can benefit from the flexibility, tax advantages, and financial security a Cash Balance Plan offers.
Download the case study now and see how you can help your clients maximize their wealth while minimizing their tax burden.
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