Free Resources

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21 Things Your Benefit Broker Won’t Tell You

I’ve reviewed and implemented hundreds of employee benefit plans, and it astounds me how poorly many existing plans have been set up. Often, this is because potential risks are not explored in-depth, nor are different options presented to business owners. This leaves them with massive downside risk that often takes them by surprise, or commissions and fees that are higher than they need to be.

This ebook discusses things that benefit brokers either aren’t aware of, or don’t share with clients. Based on hundreds of successful benefit plan implementations and twenty years of business experience, it will teach you something new - and maybe even save you a lot of money.

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5 Tax Saving Strategies You Must Use For Your Business

There are some things in life that are inevitable and unfortunately taxes are one of those things. In particular, how business owners are taxed on passive income is one significant measure that affects their take-home income.

The following are some great strategies for business owners to entertain when taking money out of their business or taking it as personal income. Some may be better suited depending upon your business' profitability, your intended retirement date, your age and your general health but one thing is certain, they will all leave you with more money in your pocket.

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8 Keys To Negotiating Your Best Benefit Renewal

All industries have their unique ways of doing business. Some of this stays out of sight from the customers’ eyes and some of it is more transparent than in other industries. The Benefit Industry is mired in backroom deals between insurance carriers and brokers. The client is the real loser in this equation as they are not always aware of how negotiations are done on their behalf.

The following is a clients’ guide to protecting themselves in negotiating renewals in the employee benefit marketplace. Having a better understanding of the benefit business will give you an upper hand when trying to protect your company through negotiations.

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Financial Planning Questionnaire

We believe that to be happy you must have dreams. Success however, generally requires a plan. It is with this in mind that we partner with you to develop, implement and monitor the plan to ensure your dreams become a reality.

This is a detailed questionnaire which will help you get into the inner workings of what’s working for you and your business, what problem areas exist, and what needs to change.

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Business Owner Wealth Builder

This easy-to-read ebook contains a number of ways you can pay less taxes, increase your personal wealth, and live a better lifestyle.

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