Скачать или смотреть How High-Income Business Owners Overpay in Taxes — and Under-Protect Their Business

In this video, we break down three commonly overlooked strategies that help business owners align tax planning and financial protection:

• Executive Bonus Plans
• Key Person (Key Man) Insurance
• Legacy Business & Partnership Planning

Most business owners aren’t doing anything wrong — they were simply never shown how these strategies are meant to work together.

You’ll learn:
• How executive bonus plans can create tax deductions while building long-term protection
• Why key person insurance is critical to keeping a business alive after a loss
• What really happens to a business partnership when an owner passes away
• How proper legacy planning prevents disputes, forced sales, and family conflict

This conversation is educational, not sales-driven, and designed for owners who want clarity before making decisions.

👉 If you want to understand whether these strategies make sense for your specific situation, reach out for a conversation.
It starts with education — not pressure.