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Client Guide to Key Employee Retention

THIS IS A CLIENT-FACING PIECE, subject to any compliance reviews and approval from your broker-dealer.

Three plans. One goal: help a business owner retain key employees. Moving from simple to more complex, these plans include and an endorsement split dollar plan, executive bonus plan with an option to add a restriction and defined contribution supplemental retirement plan.

Published: April 18, 2022
Tracking Code: 70077
Business Line: Advanced Planning
Category: Business Owners
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