PT Marketing Programs / Executive Compensation

Do you currently work with Business Owners? Would you like to build more relationships with Business Owners in your area? Are you maximizing your time in front of Business Owners and, in turn, revenue?

We capture Business Owners' interest by discussing ways to:

  • Provide cash to ensure their business success
  • Safeguard the equity they have built in their business
  • Handle partner concerns through a buy-sell agreement
  • Control the destiny of their business through custom plans
  • Increase their net worth on a tax-favored basis
  • Possibly create tax-free income
  • Retain "key employees"

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Read What Clients are Saying

Details

Prospects typically ask how you can help them with their retirement needs. We position you as the expert by saying the following to your prospects as part of our presentation:

(Client's name) meets with you for 30 minutes to discuss your specific situation and ways to accomplish your goals. You need to be aware of these Compensation Plans specifically for Business Owners.

What you will know about the Business Owner to prepare for the meeting?

  • Business Owner name/Company name/Address
  • Company structure
  • Number of partners/Partners' ages/Business owner's age
  • If they have a buy-sell agreement in place
  • Sales volume
  • Number of employees/Key employees
  • If the business is a family business and which family members are involved
  • If a retirement plan is currently in place
  • Website if applicable

83% of met appointments are rated highly qualified or qualified by our clients. Many of our clients are seeing an ROI that is two to three times their investment.

RESULTS MATTER

Our successful clients are flexible and use our appointments as a door opener that leads to numerous opportunities based on the Business Owner's situation and personal needs: employee benefits, business continuation, estate planning, workers' compensation, self-funding, basic insurance needs, etc.