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Not sure where to begin?
 
Take a look at some of the
Case Profiles that BMI has implemented with their existing clients, and see if we might be able to help you, too!
 

 
 

Most business owners work a lifetime building an organization so they can convert it to income at retirement. But when is the best time to start the process? We call this the Red Zone. It is the final distance between where you are when you begin to plan for retirement and where you will be when you are ready to turn off the lights for the last time.

Guy has written a 32 page booklet available for free to business owners that will help jump start the thinking process as they approach retirement. It gives an introduction to the issues and opportunities available and helps them score big in The Red Zone.

 

Whether you are in a family-held, closely held, or publicly held company, the more you earn the harder it is for you to accumulate a meaningful retirement benefit through today's qualified plans. BMI Consulting can show you and your company innovative non-qualified executive benefit plans which help provide a meaningful benefit at retirement.


BMI’s Capital Split Dollar plan (Patent Pending) provides owners of S Corps and C Corps a unique opportunity to provide tax advantage wealth accumulation incentives for themselves and their highly compensated management team. Through a unique blend of leverage and tax benefits offered only through investment grade insurance products, BMI has crafted a compensation funding vehicle that can avoid corporate creditors, is tax deductible to the corporation and is discriminatory. Contact a BMI representative for additional information.


Not sure where to begin? Take a look at some of the Case Profiles that BMI has implemented with their existing clients and see if we might be able to help you too!

 
 
 

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  Telephone 888-264-7658 // Fax 949-900-0096 // Address 15520 Rockfield Blvd., Suite G; Irvine, California 92618