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Client Profile:

Business Owner Wants to Incentivize Key Executives

Problem:

A business owner may wish to incentivize key executives to continue high level performance at their company, versus at a competing company. The business owner may not know how to create a comprehensive plan that incents key people, but is also tax efficient for the company.

Solution:

Offer a deferred compensation (salary continuation) plan to top management and key executives. Under this type of a plan, if an employee meets certain requirements (i.e. time severed), he or she is promised an “unsecured” benefit of specified dollars over a given period. The company “may” elect to informally fund the obligation with life insurance. Life insurance can provide unique benefits such as tax deferred growth of cash values and tax-advantaged distributions (no taxation to the company), if structured properly, among other benefits.

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What's in a Name?

New year.  Big change.  For over a year now, we’ve been hard at work behind the scenes, undergoing a complete brand overhaul to refine our practice.  It has been like shaking a snow globe upside down, turning it right-side up, and watching the snowflakes swirl about.  Chaos at first, but then the snowflakes start to come together, and everything seems to fall in just the right place.

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Legislative Alert

On September 13, 2021, Chairman Richard Neal (D-MA) of the House Ways and Means...

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Disclaimer

HEIRMARK, LTD and its agents are presently licensed to sell traditional life insurance in the following states: AR, AZ, CA (#0G32030), CO, FL, GA, MN, MO, MT, OH, PA, TX and VT

NOTE: HEIRMARK, LTD Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service. Variable life and annuity products, as well as other securities products, may be sold in the following states: AR, AZ, CA (#0G32030), CO, FL, GA, MN, MO, MT, OH, PA and VT. Securities products are offered to residents of the above listed states. Residents of other states should consult with a local registered representative for securities products.

 

Securities and Investment advisory services offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA/SIPC. HEIRMARK, LTD is independently owned and operated. HEIRMARK, LTD is a member of M Financial Group. Please go to mfin.com/DisclosureStatement for further details regarding this relationship.

For important information related to M Securities, refer to the M Securities’ Client Relationship
Summary (Form CRS) by navigating to https://mfin.com/m-securities.

Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

3410208.1


Heirmark®  Logo
  • Working with Heirmark
    • Overview
    • Our Philosophy
    • Underwriting Edge
    • Service Commitment
    • M Financial Group
    • Clients
    • Partnering With Us
  • Services
    • Overview
    • Business Planning
    • Personal Planning
    • Insurance Policy Audits
    • 20/20 Insurance Reviews
    • Life Settlements
  • Strategies
    • Overview
    • Personal
    • Business
  • About Us
    • Overview
    • Process
    • Our Team
  • News
  • Contact Us
  • Twitter
  • LinkedIn
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