Success Studies

These real-life case studies will help you understand the different scenarios that resulted in successful Insured Defined Benefit Plans.

Seeing the details of these actual ‘winning’ cases will help you compare and see how your situation stacks up.

These plans presented us with different challenges for the business owners and successfully evolved from conversation to tax savings.

About Us

We are pioneers in retirement planning, featuring tax-advantaged defined benefit pension plans as exit strategies for high net worth clients. We partner with top industry Advisers to bring their clients preferred solutions to achieve large income tax deductions.


Coral Gables, FL

Call Us

Phone: 1-800-717-4723

Working Hours

Monday-Friday: 9:00am – 5:00pm

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