Insured Defined Benefit Plans

  • Attract more assets under management with plans that help achieve large, tax-deductible contributions for clients
  • Insured Defined Benefit Plan custom designs give business owners maximum asset protection
  • Assure clients that all plans meet government requirements and are filed with the IRS
  • With a tax-qualified fully-insured defined benefit pension plan, small business owners can accumulate significant retirement assets
  • Plans can be stacked on top of existing Profit Sharing Plans
  • It is a strategy that makes sense for businesses of any size to fund a sizable, guaranteed retirement benefit

About Us

We are pioneers in retirement planning, featuring tax-advantaged defined benefit pension plans as exit strategies for high net worth clients. We partner with top industry Advisers to bring their clients preferred solutions to achieve large income tax deductions.


Coral Gables, FL

Call Us

Phone: 1-800-717-4723

Working Hours

Monday-Friday: 9:00am – 5:00pm

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