https://youtu.be/mr4OB8r56Oc?si=MNzTOeKAI0sLmaPH
Are you a lover of music from the '70s and '80s? Do you know Phil Collins, Don Henley, Tom Petty, Linda Ronstadt, Carly Simon, Kim Carnes, Beyonce', Destiny's Child, Keith Richards, Aaron Neville, Warren Zevon and James Taylor? Well, then you must take the time to watch this Rock Documentary of Jayne N. Schiff's brother, Waddy Wachtel and his bandmates who were all fired by James Taylor. This is the music of a generation from the late 60's through to today.
Music has been a centerpiece of the Schiff family, and over the years we have had the pleasure of working with musicians, actors and sports figures to help them with their special planning needs. Our client list is extensive and varied, and we pride ourselves in helping the entrepreneur musician as well as the fortune 100 company.
How many songs do you know in this movie, but didn't know who the musicians were behind the lead?
P.S. Here is a link to the full movie - enjoy! https://www.amazon.com/gp/video/detail/B0CH89JVNJ/ref=atv_dp_share_cu_r
In the second episode of our new SEB podcast series about financial education, our guests today are Joe Jordan and Jayne Schiff who tell their stories about why you should start early. Joe specifically shares how he was the son of a "great depression" single mother with her money under the mattress.
Are you an “Independent” Corporate and/or Bank Owned Life Insurance Consultant? Do you remember the Ramsey Study Group in the late 2000’s?
Well, if you want to be part of a group of “like minded” producers who wish to learn and share knowledge with some of the brightest and best in the business, then plan on being in New Orleans, November 5th to 7th, for a fast paced knowledge summit specific to the advanced planning market of corporations and banks. Meeting will be held at the Hotel Monteleone where the latest changes to products, services, and admin platforms will be discussed. Cost savings ideas on existing plans, as well the latest designs and tax law updates will be shared.
Speakers: Mel Todd (COLI Consulting Group), Peter Ricchutti (Professor Tulane Business School), Bud Schiff (Alvarez and Marsal), Dylan Major (Pangburn Group) and MANY more.
Ever wanted the "perfect" plan where the company gets a current deduction when the money is paid into the plan, the cash grows tax deferred, and then the participant get the money "tax free"? Well look no further. There is a plan like that available. You just have to be willing to discriminate.
It's called a Restricted Executive Bonus plan and combines to different benefits in one. It has to be done carefully to meet IRS guidelines, but is 100% legal. Nice thing is, it's not carrier or product specific, and has the flexibility as to what type of asset you want in the plan.
To learn more, give us a call or check out our Executive Bonus material. We'd be happy to design a sample for you so that you keep your best people.
Everyone should have long term care insurance. For individuals over 45, this is the one benefit that you have a 70% chance of using during your lifetime. And the most important benefit is the Coordinated Care Provider that comes with it.
Watch this video and learn about the NQDC (409A) - Deferred Compensation Plans and how you can implement one easily
Learn more: 409A compliance, design, and strategy and our complete guide to NQDC plans.
Great overview by Eric Altholz about 4960 and the excise tax for not for profit companies.
I had the honor of speaking at the annual meeting of the Million Dollar Round Table in June of 2017. Below, please find an audio copy of my presentation and what we do for our clients.....
https://soundcloud.com/mdrtpresents/creating-unique-benefits-for-business-owners-and-their-employees