Crump Insights

Executive Benefit Plans with Steve Kroeger, CLU®, HIA, MBA, Senior Director, Advanced Sales and Howard Jonas, CLU®, ChFC®, REBC®, CASL®, Director, Advanced Sales

March 11, 2021 Crump Life Insurance Services
Crump Insights
Executive Benefit Plans with Steve Kroeger, CLU®, HIA, MBA, Senior Director, Advanced Sales and Howard Jonas, CLU®, ChFC®, REBC®, CASL®, Director, Advanced Sales
Chapters
Crump Insights
Executive Benefit Plans with Steve Kroeger, CLU®, HIA, MBA, Senior Director, Advanced Sales and Howard Jonas, CLU®, ChFC®, REBC®, CASL®, Director, Advanced Sales
Mar 11, 2021
Crump Life Insurance Services

For many business owners, the Tax Cuts and Jobs Act of 2017 dramatically reduced their tax exposure. And in spite of the pandemic, many industries experienced record year in 2020, particularly in real estate and certain manufacturing sectors. With the potential for higher taxes on the horizon, now is the time to share executive benefit strategies with your business owner clients. In this episode, Crump Advanced Sales Senior Directors Steve Kroeger and Howard Jonas join us to discuss these plans- most notably, how to offer business owners control and a tax deduction, while rewarding and retaining key people.

Show Notes

For many business owners, the Tax Cuts and Jobs Act of 2017 dramatically reduced their tax exposure. And in spite of the pandemic, many industries experienced record year in 2020, particularly in real estate and certain manufacturing sectors. With the potential for higher taxes on the horizon, now is the time to share executive benefit strategies with your business owner clients. In this episode, Crump Advanced Sales Senior Directors Steve Kroeger and Howard Jonas join us to discuss these plans- most notably, how to offer business owners control and a tax deduction, while rewarding and retaining key people.