WEATHER THE STORM

Tax Deferral Today to Address Tomorrow’s Risk

What is an 831(b) Plan?

  • A powerful way to set aside tax-deferred funds to protect businesses from under or uninsured risk
  • A solution for business owners facing skyrocketing premiums, shrinking coverage, and volatile markets
  • A piece of the tax code that was created in 1986 to incentivize business owners to self-insure

Do I Qualify?

  • Business owners who gross approximately $2mil or more annually
  • Faces under or uninsured risks
  • Interested in risk mitigation & protecting cash flow

How an 831(b) Plan Can Benefit a Business

Tailored to support small and medium-sized businesses, our plans are designed to provide a comprehensive safety net for risks that are often overlooked by traditional insurance policies.

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Unlock Tax-Deferred Self-Insurance with an 831(b) Plan

A Fortune 500 tool for small to mid-sized businesses to manage risk through tax-deferred funds. 

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Van Carlson
Dustin Carlson
Aaron Seehawer

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