A Program Created to Attract High-Net-Worth Clients
What is BusinessXpro™
BusinessXpro™ is comprised of three strategic programs – A Smarter Way 401(k), A Smarter 1031 Exchanges, and AMPP – Arbitrage Maximization Planning Process. These programs assist you in working with and attracting successful Business Owners, Professionals and High-Net-Worth clients. Allowing you the Advisor, to have a different conversations and open opportunities in an undeserved and advanced Marketplace.
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Insurance Strategies
BusinessXpro™ provides Advisors with exclusive Insurance Strategies including:
- Business Continuation
- Key Person Insurance (COLI)
- Executive Bonus
- Deferred Compensation
- Split Dollar
- Estate Planning
Learn More About The New Financial Frontier
Contact Us Today To Schedule a Call With One of Our Experts
Qualified Plans
Provide business owners with the ultimate financial goals… accumulate, preserver and transfer wealth all while lowering their taxes.