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In this episode, we ask:
- Would you like to meet with Mark?
- What are the challenges for small businesses?
- What’s wrong with a small business’s 401(k) offering?
- What is the problem with fees?
- What is the problem with liquidity?
- What are the penalties?
- What about the severe loss of control?
- What about forced participation?
- Why, with all of these problems, does everyone set up 401(k)s?
- What about a financial Frankenstein?
- Is the proof in the pudding?
- How are we fairing?
- What is the average 401(k) balance for a 55 year-old?
- How might a business owner attract the best talent and offer the best benefits?
- Why are Bank on Yourself® type whole life insurance policies superior?
- Would you like to hear Episode 36?
- What about tax?
- What about eliminating restrictive rules?
- What about going from a 401(k) to a 162(a)?
- What are executive bonus life insurance contracts?
- What are the administrative costs?
- What are the additional benefits?
- What are the considerations?
- What are the backup options?
- How about an example?
- What is a double bonus?
- What about the tax?
- Would you like to hear Episode 206?
- What can the employees do?
- What about the taxation of social security benefits?
- What if tax rates double on you on income in required minimum distributions or other qualified distribution income?
- What are additional benefits of the 162(a)?
- Would you like to establish a better than a 401(k) alternative that benefits your employees profoundly?
- Would you like to meet with Mark?
Sarry Ibrahim, CFP®, EA, MBA, is located in Chicagoland and works with clients across the United States. As the founder of Financial Asset Protection, Sarry helps clients safely accumulate wealth without sacrificing liquidity.
Brian Claus
Max Brusky is an attorney specializing in civil litigation, particularly insurance defense, coverage, and subrogation. He is currently an “in-house” and Claims Director for a national trucking company. He is a happy husband to a happy (and brilliant, and understanding) wife, and the proud father of two, one in college, one almost in college. He currently lives in Chicago’s far west suburbs, but still considers himself a Wisconsin expatriate.
David Richter is an active real estate investor who has been essential in closing over 850 deals 
Dave Bonnemort is a current client and active practitioner of the Becoming Your Own Banker concept, as well as a husband to an amazing wife and father to three incredible kids.
Grant Thompson works with families and their businesses nationwide. The Thompson & Thurman Agency works with families who share in their vision and want to become financially set for life without taking unnecessary risks. With so much misinformation in our financial world today, families really need guidance and direction to find the true path to financial freedom. Grant, Chris and their team of trusted advisers nationwide have are leading the way to meet that challenge. Grant is married to his wife Kathy and they have 2 sons Blair and Blane along with his wife Brittany. Grant enjoys spending his spare time with his family at reining and cow horse competitions plus trying to squeeze in a shooting competition every now and then with his sons. 