A Controlled Executive Bonus Plan, also known as a Restrictive Executive Bonus, or Section 162 plan, is an agreement between an employer and its key employee(s) to provide a death benefit, supplemental income, and now includes long-term care benefits.
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As an advisor, it’s important to not only help your clients plan for the future they desire, but to also help protect it. And the best place to start is by protecting their income.
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We can help walk you through the new regulations and market fluctuations that may have impacted your coverage – and ensure that your plan is performing exactly as it should.
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