SML Planning Minute

Recent Episodes

Recruiting and Retaining Great Employees with Retirement Benefits

Posted October 26, 2021 • 00:12:10

A retirement savings plan is one of the most important benefits you can provide your employees. But with so many different plans to choose from, how...

Complete Your Retirement Savings Strategy With Life Insurance and Annuities

Posted October 19, 2021 • 00:06:22

An independent study concludes that the best retirement savings strategy includes permanent life insurance, such as whole life, and deferred income...

Retention of Top-Performing Employees With Loan Split Dollar

Posted October 12, 2021 • 00:09:12

Employee retention is one of the biggest concerns for business owners. Loan Split Dollar is a very popular strategy to retain high-performing skilled...

Build Back Better Tax Proposals – Part 3: Retirement Plans & Corporate Taxes

Posted October 5, 2021 • 00:10:15

The House recently released its tax proposals to fund the $3.5 trillion Build Back Better Act. Many provisions will impact high-income, high-net-worth...

COLI and Why It Might be Appropriate for Your Business

Posted October 2, 2021 • 00:09:37

COLI is an effective tool to invest company cash in a tax-deferred growth vehicle with a death benefit component to fund a variety of business-planning...