How to Attract the Wealthiest Business Owners with an 831(b) Plan
Discover a different sort of strategy that can help your business owner clients save millions of dollars a year in taxes and offset big risks.
You know that some of your bigger business clients’ risks cannot be covered through traditional insurance. This dilemma has spurred many successful business owners to set up their own insurance companies. Understanding and helping your clients with this strategy can help them save millions of dollars every year in taxes and protect them from big risks.
Download this guide now to learn how to explain the benefits of 831(b) captive coverages and show clients how saving in taxes can offset potential losses. You will also discover everything you need to start offering this strategy, including:
- The top questions to ask prospects
- The different types of captive coverages
- Requirements for this strategy to be an option for your clients
The wealthiest clients demand advanced strategies to help solve their complex problems. Act now to show your clients a better way of managing their financial futures.
