In a competitive marketplace, salary alone won't keep your top people. Join Mission Financial Planners for a timely and tactical webinar designed for business owners, CFOs, and HR decision-makers who want to strengthen executive loyalty, reduce turnover risk, and solve the “reverse discrimination” problem of qualified retirement plans.

This session explores two powerful non-qualified planning strategies—Deferred Compensation Plans and Selective Executive Retirement Plans (SERPs). We’ll break down how these tools let you reward key executives with retirement, disability, and survivor benefits beyond traditional benefits, without triggering immediate tax consequences. You’ll see how life insurance can fund these promises in a tax-efficient way, while also improving your company’s balance sheet.

What You’ll Learn:

• Why qualified retirement plans often fall short for your highest earners

• How Deferred Comp and SERPs work, who they benefit, and when to use them

• Real-world funding strategies using corporate-owned life insurance

• Legal and tax considerations to keep your plan compliant and effective

This is your chance to build an executive benefit plan that actually works—without needing IRS approval and without putting your business at undue risk.

Who Should Attend:
Owners, financial officers, HR leaders, and professional advisors supporting closely-held or mid-sized businesses.