Find out if you’re eligible to receive the new Employee Retention Credit that gives you an average of $10,000 per employee

Q

OPPORTUNITY to offer a WEALTH GENERATION BENEFIT for your EMPLOYEES

Programs to Recruit, Retain and Reward Employees

Nonprofit organizations have a unique structure that facilitates your organization to help Key Employees by using a loan strategy to your employee from reserves to purchase a life insurance policy.

    1

    Executive Benefits

    Non-profit organizations have a unique structure that facilitates your organization to help recruit, retain and reward key executives.

    Charitable Giving

    Non-profit organizations have a unique structure that facilitates your organization to help recruit, retain and reward key executives.

    Life Insurance

    Non-profit organizations have a unique structure that facilitates your organization to help recruit, retain and reward key executives.

    Retirement Plans

    We will walk you through the various retirement plans. Retirement plans remain a solid investment whether it’s 403(b), Roth 403(b),  457(b)

    Unsure where to start?

    We’re here to set your organization on the path to success. That starts with fundamental structure and organization that enables you to remain mission-driven.