small business retirement
SBR is a RetireDFW “Protected Growth Strategy” , offering superior growth, no stock market loses and peace of mind for our clients. This is an “A-Rated” Indexed Universal Life Policy designed specifically for the small business owner and/or employees. It is a great addition and/or replacement for traditional retirement savings plans.
watch our Small Business Life Insurance video >
SBR is a superior RETIREMENT SAVINGS STRATEGY with at least 5 TIMES MORE BENEFITS than most other retirement plans. It's portable and an ideal solution for small businesses that currently have no 401K or IRA plan for the owner or employees. No administrative time is required to manage this plan and the employee can contribute as much as they like, with or without matching company funds. This strategy can help business owners attract and retain quality employees with no out of pocket company expense.
Retirement Surety only uses “A-rated” insurance companies to back our Small Business Retirement strategy. These are among the highest rated insurance companies who have paid every one of their contracts for over 130 years. Principle and gains in each contract are also locked in and protected every year so you’ll never lose time or money again in future market corrections.
Superior, Protected Growth.
SBR is specifically designed for growing cash value. Using multiple indexes and crediting methods, SBR produces annual growth when the markets go up and then locks in and protects both principle and gains each year, even when the market goes down.
Tax Exempt Income.
SBR produces tax exempt cash flow you cannot outlive and does it using less money than most other plans. And because SBR could reduce or even eliminate the income tax paid on your Social Security benefits, this strategy could help you end up with even more spendable income!
Become Your Own Bank.
SBR allows you to borrow money from the cash value of your policy. This could be a valuable benefit for your business if unexpected cash needs arise. Each loan is tax exempt, incurs no penalties and does not have to be paid back! However, if the primary goal is tax exempt retirement cash flow, we recommend that all loans be paid back
Peace of Mind.
In addition to the protection of your cash value, SBR also provides permanent Life Insurance, Chronic Illness and other insurance benefits for less cost than typically paid for 401K or IRA administration and broker fees.
Click here to schedule an appointment to set up a no cost, no obligation consultation to learn more about our Small Business Retirement strategy. Make time now to check out the many benefits this flexible solution offers. Find out if SBR might be just what you need to attract and keep the personnel to take your business to the next level.
Benefits are based on the insurance company's ability to pay their contractual commitments.
Past performance does not guarantee future results and individual returns may vary.
Not FDIC Insured
learn more about