IUL FOR BUSINESS OWNERS
Protect, Grow & Keep More of Your Wealth
Are you taking full advantage of tax-efficient wealth-building strategies? A Business IUL offers a unique way to reduce tax burdens, offers asset protection, long-term growth and employee retnetion , all while keeping you in control. Book your strategy session below to see how the Business IUL can work for you!
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What is a Business IUL?
A Business IUL is a powerful financial tool that allows business owners to build tax-advantaged wealth, protect assets, and create long-term financial security. Using a little-known section of the tax code, business owners can strategically structure contributions to minimize tax liabilities while maximizing growth potential and maintaining flexibility. This approach can also be leveraged for retirement planning and key employee retention. Want to see how this strategy could work for your business? Let’s talk.
What Can An IUL Do For My Business?
Reduce Tax Liabilities While Growing Wealth
A Business IUL offers tax-advantaged growth, allowing business owners to redirect funds that would typically go toward taxes into a high-growth financial vehicle. Under a specific tax code (Section 162), contributions may be structured in a way that provides potential tax deductions while accumulating wealth in a tax-deferred environment. This strategy helps business owners maximize savings and minimize tax burdens.
Provide Asset Protection & Financial Security
Unlike traditional investment accounts, a Business IUL offers built-in safeguards that protect your wealth from market downturns, creditors, and lawsuits. With guaranteed downside protection, your funds remain secure even in volatile economic conditions. This ensures that the assets you’ve built for your business and future remain protected no matter what happens in the market.
Fund a Tax-Free Retirement for Business Owners
A Business IUL allows owners to create a reliable, tax-free income stream in retirement. Unlike taxable distributions from a 401(k) or other retirement plans, properly structured IUL distributions can provide tax-free access to funds when you need them most. This helps business owners enjoy a stable and predictable retirement income while avoiding rising tax rates.
Retain & Reward High-Performing Employees
Attracting and keeping top talent is crucial for any business. A Business IUL can be used as a powerful incentive, offering key employees long-term financial benefits that traditional plans can’t match. By providing a customized executive bonus or key person benefit, you can motivate employees to stay with your company while securing their financial future—a win-win for both employer and employee.
TESTIMONIALS
CUSTOMER REVIEWS
★★★★★
"Working with Broadway Financial was a game-changer for our business. Their strategic guidance and meticulous analysis transformed our operations, making us leaner and more efficient."
Leon A.
★★★★★
The best phone call I ever made for my business was to Daniel at BFG. With his strategy I paid less in taxes, paid more to myself and my employees and had flexability to access cash tax free for my business.
Joshua D.
OUR TEAM
Meet The Team
Our team stays at the forefront of industry trends and innovations. We continuously update our skills and knowledge to provide you with the most cutting-edge strategies.
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FAQS
What makes Broadway Financial Group different from other consulting firms?
At Broadway Financial Group, our distinctiveness lies in our personalized approach to consultancy. Unlike one-size-fits-all solutions, we take the time to thoroughly understand your unique challenges, goals, and industry context. Our team of seasoned experts collaborates closely with you to craft tailored strategies and solutions. We measure our success by your success and remain committed to delivering results that align precisely with your needs and aspirations.
How long does it typically take to see results from your consultancy services?
The timeline for seeing results can vary depending on the specific nature of your project and goals. While some advancements may be evident in the short term, sustainable and significant transformations often take a bit longer. Our commitment is to provide you with a realistic timeline during our initial consultation. Rest assured, we work diligently to ensure that you experience positive changes as efficiently as possible, while also focusing on long-term success.
What industries do you specialize in, and can you help businesses of all sizes?
We have expertise across a wide range of industries, including trucking, technology, healthcare, manufacturing, and more. Our consultants' diverse backgrounds and experiences enable us to adapt our strategies to fit your specific industry. Whether you're a small startup or a large corporation, we have the knowledge and resources to assist you. Our consultancy services are scalable and tailored to meet the unique needs of businesses of all sizes, ensuring that you receive the support necessary to achieve your goals.
