Posts Dec 03 Author By Matt Schiff Categories Business Succession, Executive Benefits, Income Maximization, Owner Benefits, Retirement End of Year Planning – The Business Owner’s Guide to Timing of Possible Deductions Aug 26 Author By Matt Schiff Categories Business Succession, Estate Planning, Owner Benefits, Retirement The Perfect Plan – Episode 10 (The Business Owner’s Dilemma – Ali Nasser) Aug 05 Author By Matt Schiff Categories Retirement The Stock Market and You! Jul 26 Author By Matt Schiff Categories Education, Health, Lifestyle Life Saving Early Cancer Detection and Healthy Lifestyle Choices with Lindsay Hanson of John Hancock Jul 24 Author By Matt Schiff Categories Business Succession, Employee Retention, Executive Benefits, Owner Benefits, Retirement How much is your business worth? Jul 04 Author By Matt Schiff Categories Business Succession, Corporate Owned Life Insurance, Deferred Compensation, Employee Retention, Executive Benefits, Owner Benefits Designing the “Perfect Plan” – How does yours look? Jun 18 Author By Matt Schiff Categories Business Succession, Corporate Owned Life Insurance, Education, Estate Planning, Executive Benefits, Health, Life Insurance, Owner Benefits, Trust Owned Life Insurance Underwriting – The “secret sauce” to get the best rate possible May 29 Author By Matt Schiff Categories Business Succession, Deferred Compensation, Education, Employee Retention, ESOP, Estate Planning, Executive Benefits, Owner Benefits, Retirement ESOP – Employee Stock Ownership Plan – A way to Monetize your largest asset May 08 Author By Matt Schiff Categories Education, Estate Planning, Owner Benefits, Retirement Wealth Management – Personal Finance and the Department of Labor with Jamie Hopkins Apr 29 Author By Matt Schiff Categories Corporate Owned Life Insurance, Deferred Compensation, Employee Retention, Executive Benefits, Owner Benefits, Retirement, Uncategorized Employee Retention in 2024 Apr 25 Author By Matt Schiff Categories Corporate Owned Life Insurance, Deferred Compensation, Education, Employee Retention, Estate Planning, Executive Benefits, Owner Benefits, Retirement, Trust Owned Life Insurance Collaborative Practice Meeting – May 15th/16th Apr 22 Author By Matt Schiff Categories Deferred Compensation, Executive Benefits, Income Maximization, Retirement How to Retire Happy – Regardless of your Age Apr 04 Author By Matt Schiff Categories Education Save Early – What everyone should do and how it impacts you later in life Apr 04 Author By Matt Schiff Categories Education, SBG News Our Education Podcasts – Are Up – The Story Behind SEB Feb 20 Author By Matt Schiff Categories Income Maximization, Life Insurance, Owner Benefits, Retirement Life Insurance as an Asset Class Feb 08 Author By Matt Schiff Categories Employee Retention, Executive Benefits, Life Insurance Register for The Independent Bank/Corporate (IBC) Owned Life Insurance Study Group Jan 10 Author By Matt Schiff Categories Deferred Compensation, Employee Retention, ESOP, Executive Benefits, Owner Benefits Latest Trends in Executive Benefits – The SEB December 2023 Newsletter Jun 20 Author By Matt Schiff Categories Uncategorized Study Group Announcement – New Orleans – Nov 5-7th, 2023 Dec 15 Author By Matt Schiff Categories Life Insurance What to know before buying Life Insurance Feb 15 Author By Matt Schiff Categories Employee Retention, Executive Benefits Ready for the Great Talent Resignation? Oct 22 Author By Matt Schiff Categories Estate Planning, Owner Benefits Estate Planning iDEAS for 2021 and Beyond Oct 29 Author By Matt Schiff Categories Corporate Owned Life Insurance, Deferred Compensation, Employee Retention, Executive Benefits, Life Insurance, Retirement Sample Phantom Stock Plan Jul 30 Author By Matt Schiff Categories Deferred Compensation, Employee Retention, Retirement, Uncategorized Covid, 401K’s and Cash Flow Feb 09 Author By Matt Schiff Categories Income Maximization Income for Life Jan 15 Author By Matt Schiff Categories Deferred Compensation, Employee Retention, Executive Benefits, Income Maximization, Uncategorized The “perfect” plan Dec 18 Author By Matt Schiff Categories Executive Benefits, Life Insurance, Owner Benefits Buy/Sell Insurance – How to do it for the least out of pocket Dec 16 Author By Matt Schiff Categories Employee Retention, Executive Benefits, Uncategorized Why you should have Long Term Care Insurance Dec 16 Author By Matt Schiff Categories Deferred Compensation, Employee Retention, Executive Benefits, Uncategorized Retain your Key People with “Ownership” Like Benefits Dec 16 Author By Matt Schiff Categories Life Insurance Discount on Life Insurance Nov 11 Author By Matt Schiff Categories 457(f), Corporate Owned Life Insurance, Deferred Compensation, Employee Retention, Executive Benefits, Uncategorized NQDC (409A) – Deferred Compensation – A Short Overview – You Tube Aug 11 Author By Matt Schiff Categories Deferred Compensation Suits – The Interview May 01 Author By Matt Schiff Categories 457(f), Deferred Compensation, Employee Retention, Executive Benefits, Tax Exempt Organizations, Uncategorized IRS Guidance Regarding the Section 4960 Excise Tax Is (Somewhat) Helpful Dec 05 Author By Matt Schiff Categories SBG News, Uncategorized Matthew E. Schiff, CLU, ChFC Named to American College Alumni Board of Directors Feb 27 Author By Matt Schiff Categories Deferred Compensation, Executive Benefits, Uncategorized MDRT Audio Presentation from the 2017 Annual Meeting Jayne Schiff Inducted into American College Hall of Fame. Nov 20 Aug 14 Author By Matt Schiff Categories Deferred Compensation, Employee Retention, Executive Benefits 2017 Million Dollar Round Table Annual Meeting Pictures Jul 30 Author By Matt Schiff Categories Corporate Owned Life Insurance, Deferred Compensation, Employee Retention, Executive Benefits Phantom Stock Plans Jun 12 Author By Matt Schiff Categories Employee Retention, ESOP Employee Stock Ownership Plan – ESOP Overview Jun 19 Author By Matt Schiff Categories Deferred Compensation, Employee Retention PLANSPONSOR.com – Use of NQDC Plans At AllTime High Apr 19 Author By Matt Schiff Categories Deferred Compensation, Employee Retention, Executive Benefits myNQDC.com Latest Updates – April 2012 Sep 07 Author By Matt Schiff Categories Bank Owned Life Insurance, Corporate Owned Life Insurance, Deferred Compensation, Employee Retention, Executive Benefits Death, Taxes, and Relationships Sep 07 Author By Matt Schiff Categories Corporate Owned Life Insurance, Executive Benefits, Income Maximization, Trust Owned Life Insurance, Uncategorized The Future of Life Insurance Jul 12 Author By Matt Schiff Categories Employer Group Waiver Plans The Future Impact of ObamaCare on companies and their employees !?! May 21 Author By Matt Schiff Categories Deferred Compensation AALU Washington Report Bulletin 11-46 – PLR 201117001 Aug 17 Author By Matt Schiff Categories Executive Benefits Executive Benefits Client Questions Aug 17 Author By Matt Schiff Categories Executive Benefits Executive Benefits Plan Design Questionnaire Aug 17 Author By Matt Schiff Categories Deferred Compensation, Employee Retention Overcoming Retirement Plan Contribution Limitations in Mid Sized Corporations (A Sample Case) Aug 17 Author By Matt Schiff Categories Employee Retention Attraction and Retention of the Key Employee
Dec 03 Author By Matt Schiff Categories Business Succession, Executive Benefits, Income Maximization, Owner Benefits, Retirement End of Year Planning – The Business Owner’s Guide to Timing of Possible Deductions
Aug 26 Author By Matt Schiff Categories Business Succession, Estate Planning, Owner Benefits, Retirement The Perfect Plan – Episode 10 (The Business Owner’s Dilemma – Ali Nasser)
Jul 26 Author By Matt Schiff Categories Education, Health, Lifestyle Life Saving Early Cancer Detection and Healthy Lifestyle Choices with Lindsay Hanson of John Hancock
Jul 24 Author By Matt Schiff Categories Business Succession, Employee Retention, Executive Benefits, Owner Benefits, Retirement How much is your business worth?
Jul 04 Author By Matt Schiff Categories Business Succession, Corporate Owned Life Insurance, Deferred Compensation, Employee Retention, Executive Benefits, Owner Benefits Designing the “Perfect Plan” – How does yours look?
Jun 18 Author By Matt Schiff Categories Business Succession, Corporate Owned Life Insurance, Education, Estate Planning, Executive Benefits, Health, Life Insurance, Owner Benefits, Trust Owned Life Insurance Underwriting – The “secret sauce” to get the best rate possible
May 29 Author By Matt Schiff Categories Business Succession, Deferred Compensation, Education, Employee Retention, ESOP, Estate Planning, Executive Benefits, Owner Benefits, Retirement ESOP – Employee Stock Ownership Plan – A way to Monetize your largest asset
May 08 Author By Matt Schiff Categories Education, Estate Planning, Owner Benefits, Retirement Wealth Management – Personal Finance and the Department of Labor with Jamie Hopkins
Apr 29 Author By Matt Schiff Categories Corporate Owned Life Insurance, Deferred Compensation, Employee Retention, Executive Benefits, Owner Benefits, Retirement, Uncategorized Employee Retention in 2024
Apr 25 Author By Matt Schiff Categories Corporate Owned Life Insurance, Deferred Compensation, Education, Employee Retention, Estate Planning, Executive Benefits, Owner Benefits, Retirement, Trust Owned Life Insurance Collaborative Practice Meeting – May 15th/16th
Apr 22 Author By Matt Schiff Categories Deferred Compensation, Executive Benefits, Income Maximization, Retirement How to Retire Happy – Regardless of your Age
Apr 04 Author By Matt Schiff Categories Education Save Early – What everyone should do and how it impacts you later in life
Apr 04 Author By Matt Schiff Categories Education, SBG News Our Education Podcasts – Are Up – The Story Behind SEB
Feb 20 Author By Matt Schiff Categories Income Maximization, Life Insurance, Owner Benefits, Retirement Life Insurance as an Asset Class
Feb 08 Author By Matt Schiff Categories Employee Retention, Executive Benefits, Life Insurance Register for The Independent Bank/Corporate (IBC) Owned Life Insurance Study Group
Jan 10 Author By Matt Schiff Categories Deferred Compensation, Employee Retention, ESOP, Executive Benefits, Owner Benefits Latest Trends in Executive Benefits – The SEB December 2023 Newsletter
Jun 20 Author By Matt Schiff Categories Uncategorized Study Group Announcement – New Orleans – Nov 5-7th, 2023
Feb 15 Author By Matt Schiff Categories Employee Retention, Executive Benefits Ready for the Great Talent Resignation?
Oct 22 Author By Matt Schiff Categories Estate Planning, Owner Benefits Estate Planning iDEAS for 2021 and Beyond
Oct 29 Author By Matt Schiff Categories Corporate Owned Life Insurance, Deferred Compensation, Employee Retention, Executive Benefits, Life Insurance, Retirement Sample Phantom Stock Plan
Jul 30 Author By Matt Schiff Categories Deferred Compensation, Employee Retention, Retirement, Uncategorized Covid, 401K’s and Cash Flow
Jan 15 Author By Matt Schiff Categories Deferred Compensation, Employee Retention, Executive Benefits, Income Maximization, Uncategorized The “perfect” plan
Dec 18 Author By Matt Schiff Categories Executive Benefits, Life Insurance, Owner Benefits Buy/Sell Insurance – How to do it for the least out of pocket
Dec 16 Author By Matt Schiff Categories Employee Retention, Executive Benefits, Uncategorized Why you should have Long Term Care Insurance
Dec 16 Author By Matt Schiff Categories Deferred Compensation, Employee Retention, Executive Benefits, Uncategorized Retain your Key People with “Ownership” Like Benefits
Nov 11 Author By Matt Schiff Categories 457(f), Corporate Owned Life Insurance, Deferred Compensation, Employee Retention, Executive Benefits, Uncategorized NQDC (409A) – Deferred Compensation – A Short Overview – You Tube
May 01 Author By Matt Schiff Categories 457(f), Deferred Compensation, Employee Retention, Executive Benefits, Tax Exempt Organizations, Uncategorized IRS Guidance Regarding the Section 4960 Excise Tax Is (Somewhat) Helpful
Dec 05 Author By Matt Schiff Categories SBG News, Uncategorized Matthew E. Schiff, CLU, ChFC Named to American College Alumni Board of Directors
Feb 27 Author By Matt Schiff Categories Deferred Compensation, Executive Benefits, Uncategorized MDRT Audio Presentation from the 2017 Annual Meeting
Aug 14 Author By Matt Schiff Categories Deferred Compensation, Employee Retention, Executive Benefits 2017 Million Dollar Round Table Annual Meeting Pictures
Jul 30 Author By Matt Schiff Categories Corporate Owned Life Insurance, Deferred Compensation, Employee Retention, Executive Benefits Phantom Stock Plans
Jun 12 Author By Matt Schiff Categories Employee Retention, ESOP Employee Stock Ownership Plan – ESOP Overview
Jun 19 Author By Matt Schiff Categories Deferred Compensation, Employee Retention PLANSPONSOR.com – Use of NQDC Plans At AllTime High
Apr 19 Author By Matt Schiff Categories Deferred Compensation, Employee Retention, Executive Benefits myNQDC.com Latest Updates – April 2012
Sep 07 Author By Matt Schiff Categories Bank Owned Life Insurance, Corporate Owned Life Insurance, Deferred Compensation, Employee Retention, Executive Benefits Death, Taxes, and Relationships
Sep 07 Author By Matt Schiff Categories Corporate Owned Life Insurance, Executive Benefits, Income Maximization, Trust Owned Life Insurance, Uncategorized The Future of Life Insurance
Jul 12 Author By Matt Schiff Categories Employer Group Waiver Plans The Future Impact of ObamaCare on companies and their employees !?!
May 21 Author By Matt Schiff Categories Deferred Compensation AALU Washington Report Bulletin 11-46 – PLR 201117001
Aug 17 Author By Matt Schiff Categories Executive Benefits Executive Benefits Plan Design Questionnaire
Aug 17 Author By Matt Schiff Categories Deferred Compensation, Employee Retention Overcoming Retirement Plan Contribution Limitations in Mid Sized Corporations (A Sample Case)
Aug 17 Author By Matt Schiff Categories Employee Retention Attraction and Retention of the Key Employee
