Innovative Solutions
Through our diverse experience and strong network of relationships, we see an opportunity to provide successful businesses and individuals, significant wealth accumulation benefit opportunities.
Our goal is to implement a custom tailored strategy to provide growth to individuals and organizations through the restructure and informal funding of executive benefit and retirement plans.
Our Tools
We utilize specialized financed insurance products from A and A+ rated insurance carriers to custom tailor informally funded retirement plans, benefit plans, estate plans, as well as benefit and executive compensation plans for qualified individuals, business owners, and qualifying personnel or employees. With years of experience and a diverse network, our goal is to provide increased value to your company.
Custom Tailored
Every client's case is custom tailored from start to finish. This allows the flexibility to restructure retirement and benefit plans depending on your business objectives.
Benefits
Reduce Net Cost through implementation of an informal funding vehicle.
Provide substantial retirement and/or benefit plans at a significantly reduced net cost.
Potential for significant cash value growth.
Increase Retention of key employees.
Background
Specialized insurance products have been utilized by large corporations and banks for decades to provide the potential for significant investment growth and benefits to the corporation and their employees. Traditionally these products have been very expensive and thus only accessible to business or individuals with high levels of cash flow.
Opportunities have arisen in the last 10-15 years as products have evolved and relationships nurtured in the lending and insurance sectors to custom tailor product and substantially reduce commission and charge structure. Due to very recent product adjustments, there is now a unique opportunity for successful small and medium size businesses, individuals and owners to leverage the products at a significant reduction in cost.
For more information or to discuss what options would be available to you, contact us at info@previsioncs.com.