Broker Check

Retirement Plan for Business Owners

Use the Power of Business Cash Flow for your Retirement

Our business cash flow leveraged retirement plan is a Non-Qualified Plan using cash flow from your business and commercial lending to the business to provide incredible advantages for Business Owners and Key Executives. This plan is designed to meet specialized retirement needs for key executives and other select employees.

This special business cash flow based retirement plan is submitted to and reviewed by your CPA or Professional Tax Planner. The implementation depends on their review and approval. Each circumstance is unique and the design of the plan takes into account the advice and approval of tax professionals according to your unique circumstances.

The success of the plan springs from cash flow dollars that are allocated with a 20 to 1 leverage, and the retirement plan is exempt from the discriminatory and top-heavy testing of Qualified Plans.

Our cash flow retirement plan uses the power of leveraged premium financing that can provide: (1) tax deductions in funding,* (2) tax deferral in growth, and (3) tax free distribution in retirement! There is no other retirement plan with so many tax advantages.

You owe yourself the favor of comparing this program with the Qualified Plan that you now have in place. This will be a no cost, no obligation comparison that will truly inform you of your best options for retirement. Call 513-752-2393 for more details.

The business cash flow retirement plan will challenge you to think out of the box and reward you multiple times over for being proactive in retirement planning. It is not tied to market risk and can offer guaranteed compounded growth without taxation.

This plan has the backing of over 175 years of combined insurance/banking knowledge and over 15 years of direct experience structuring strategies to meet the personal and professional planning needs of Business Owners, Medical Professionals, Medium-to-high Net Worth Individuals and Entrepreneurs.     

Analytical comparisons reveal superior performance compared to traditional Qualified Plans. Contact Us to see an illustrative comparison. Preliminary offers can be made in as little as 48 hours. Generally, there are no annual origination, maintenance, trust or legal fees required to set up this special business cash flow retirement program solution.

This business funded retirement program typically requires no personal loan guarantees, relying instead on collateral within the product funded, the business assets and, when necessary, outside collateral.

The retirement program is multifaceted and may be used for the following financial and legacy planning strategies:

• Wealth Transfer: Transfer massive amounts of wealth to your heirs, charity, school or foundation utilizing the most powerful and cost effective manner while guaranteeing the results.

• Estate Plan: Engage in estate planning utilizing the benefits of your business to accomplish the most cost effective ILIT in existence.


• Qualified Plan Rescue: By redirecting participating funds, the opportunity exists to generate a structure that results in tax free distributions that may be applied against taxes due on distributions out of a qualified plan.


• Business Exit Planning: With the ability of the front loading to be assumed, it may provide massive benefit to the business seller and buyer at sale.


• Key-man & Buy-Sell: With the insurance contained within the structure, it can be used as a wealth accumulation medium and address insurance needs simultaneously.

 Contact Us  for more detail information or a no-obligation proposal.

* The Client and CPA determine if the business interest is deductible as the loan to the business accomplishes numerous legitimate business purposes. Neither Stryde, nor any of its subsidiaries or affiliates provides tax, financial or legal advice.