Who are the Prospects?

  • Anyone who wants to save tax dollars; this is not necessarily about retirement income.
  • Anyone funding an existing 401(k), profit sharing plan, or SEP and who wants MUCH more flexibility with annual contribution limits.
  • Anyone capable of contributing $100,000 or more per year.
  • Anyone focused on Asset Protection.

Endless Clients: Use this list to inspire your prospecting.

  • Entrepreneurs
  • Lawyers
  • Physicians
  • Family Businesses
  • Consultants
  • Clients with earned income derived from oil/gas found on their real estate.
  • Family Farms
  • Lobbyists
  • Real Estate Brokers
  • Mortgage Brokers
  • Real Estate Developers
  • Computer and Software Companies
  • Venture Capital/Private Equity Firms
  • Hedge Funds
  • Authors
  • Entertainers
  • Clients who sit on Corporate Boards, receiving Director Income
  • Clients with second businesses (e.g., clinical trial work, speaking engagements, endorsements)

Reasons Not to Wait until Year End to Implement the Plan:

  • Clients are the most receptive to talking about and implementing these plans in April and May (Tax Season)
  • Do not be shy about asking your clients how much they want to contribute annually to a plan
  • Plans may provide an immediate reduction of estimated quarterly tax payments
  • Plans may provide immediate tax free growth of the invested assets
  • Immediate Asset Protection
  • By implementing a plan early in the year, the client has more time to accumulate the funding for the plan, and
  • Implementing early allows the plan administrator to amend and improve any existing 401(k) and profit sharing plans.

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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