ADVANCED TAX PLANNING

Expertise you won't find on Main Street

PROSPECTING

When you follow the crowd and have the same offer as the other million financial advisors and life insurance agents, you have to spend a lot on marketing to make $1 million per year.

But when you have a Unique Value Proposition like ours, you just have to get the word out. Then your prospects will find you. Take it from a guy who spent over $2.5 million in the seminar business without a Unique Value Proposition. We are with you every step of the way to your first high net worth prospect.

​We work within a niche. If you focused on one thing with a singular intensity, you’d be the best in the world at it. Most people can’t do that, so they settle for mediocrity.

 

When you change the bait, you change the game!

Not only wealthy business owners and the affluent individuals, but financial planners, life agents, real estate agents, P&C agents, CPAs, tax attorneys, and other professionals will soon be calling to inquire about you and your advanced tax planning team.

Learn why prospecting by mentorship is easy with our UNIQUE VALUE PROPOSITION.

Marketing is what you do when you are no different from your competitors. At Cash Balance Advisors, we have no competitors. Mentorship will soon take on a new meaning for you.

THIS IS NOT JUST A NETWORK OF PROFESSIONALS; THIS TEAM IS MOSTLY UNDER ONE ROOF AND ON SALARY!

Strategies include:

  • Cash balance plans

  • 401(k) market

  • Benefit-focused defined benefit plans to increase a top-line deductions over the Cash Balance Plan limits with an IRS determination letter

  • Captives

  • Monetized installment sales – Defer the capital gains taxes for life and beyond

  • Very unique premium financing structures

  • QLS – 401(k)/IRA exit strategy

  • COLI (must now be for 100 employees or more)

  • Company-owned tax-free retirement plans funded with our exclusive contribution premium financing (No out-of-pocket expenses for the owners or employees)

  • Y20 – Exclusive planning for the $25,000,000 net-worth market

  • Charitable planning

  • All strategies lead to premium financing, but you may also choose premium financing as your niche if you choose to mentor financial planners, CPAs, P&C agents, and life agents

  • Cost Segregation

 

Once you realize that our back-office team and third-party administrator (TPA) are held to the highest standards of fiduciary responsibility, you will want to get your new prospect on the phone with us as soon as possible. Everyone does. We have special sales scripts to give you as well.

THIS ALL WORKS BECAUSE OF THE BACK-OFFICE TEAM. THE HARD PART HAS BEEN DONE. NOW, ALL YOU HAVE TO DO IS PLUG INTO OUR PROVEN SYSTEM.

MENTORSHIP – BACK OFFICE – OUR UVP NICHE: Tax Planning You Won't Find On Main Street - Premium Financing = Success!

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© 2019 Cash Balance Advisors - All Rights Reserved

Office: 916-674-2164

Home Office: 19720 Jetton Road, Cornelius, NC Third Floor NC 28031

Cash Balance Advisors and its affiliated partners do not provide tax, legal or accounting advice. This website has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Cash Balance Advisors and its affiliates may make referrals with respect to cash balance and other tax advantage planning, but you are advised to only consider proposals that have come from third party administrators, CPAs, actuaries and/or attorneys.