Micro-Corp Retirement

Layer insurance & tax strategies for your micro corp.

Short videos walk you through stacking retirement income streams using living benefits, deferred comp, and specialized funding.

Continue to Step 2
Step 1 · Learn

Watch how micro corps mix insurance, cash value, and fringe benefits.

Step 2 · Qualify

Tell us about your entity, payroll approach, and retirement targets.

Step 3 · Schedule

Book strategy time, capture the fingerprint ID, and move toward implementation.