Number of results: 1.
|AREA OF BUSINESS:
||Small Biz Retirement Plans specializes in helping owners use the power of leverage to pre-fund their retirement savings, business exit strategies, executive bonus program, estate tax Plan and Key Man programs.
|THE GENERAL LOCATION:
||7616 Eckhert Rd
San Antonio, TX 78240
(we are currently looking for a referral partner willing to share office space, preferably a CPA or Business Law Firm)
||Owner, 1 year, Licensed Texas Inurance Agent since 2006, MBA 1991
||5 years experience providing life insurance solutions, health insurance solutions, long-term care solutions, fixed annuity savings plans, and Disability Income Protection. Director of Health & Life at North Rim Insurance Agency for last 5 years. I also have 26 years of busines sales experience with SW Bell, AT&T and Lucent Technologies as a middle manager.
||I am looking for small business owners/partners that have established a S-Corp, C-Crop, LLC or Partnership entity and would like to learn how to find low-cost funding for their retirement program, buy/sell agreement, Keyman program, Executive Bonus program, Business Exit Strategy, or Estate Tax Plan.
If you already ave a 401k for your employees I will show you how to capture 80% or more of the company contribution for yourself and/or key employees, making sure you make the most efficient use of your 401k while maintaining low administrative costs.