At The Senex Group we help you:

Start the discussion

Present the solution

Deliver an optimal plan

Times have changed for Qualified Retirement Plans, and it’s about time you started talking to your clients — high-income business owners — about the tax benefits of Qualified Retirement Plans and how they can be used to attract and retain top talent, while helping to protect personal and business income. Below are a few ways in which a retirement plan can help both your client and their employees.
a. They are tax deductible to the employer for the current year
b. The employee saves for retirement and their contributions are tax deferred until paid out
a. The contributions are assets of the plan/trust
b. Those same assets are invested and the returns are tax-exempt
a. The participant has saved money to use at retirement but will need to pay taxes when paid out, OR
b. The participant can roll over their benefit to an IRA or other retirement plan and defer the taxes until paid out
Retirement funds are generally not subject to creditor claims so both the employee and employer are safe
Our delivery roadmap and our customized marketing tools streamline the process and support the client conversation to help you reduce the learning curve, shorten the timeline, and deliver the high-value, high-impact Qualified Retirement Plans your clients need to help protect their business assets — and their future.

Contact us today to learn more about our streamlined approach to delivering customized Qualified Retirement Plans for your clients.

Working with some of the most respected companies in the industry, we leverage a wide range of financial products and services to deliver retirement plans that are tailored to the specific needs of each client.

Feel free to contact us if you have any questions!Contact Us