This course was created to teach advisors (CPAs, EAs, accountants, attorneys, financial planners, and insurance advisors) about the problems with traditional non-qualified deferred compensation (NQDC) and two unique but simple alternatives to NQDC (WealthBuilder Annuity and the Leveraged Bonus Plan).
NQDC is traditionally a topic that most advisors think only works in large C-Corporations that retain earnings and is mainly used to retain key employees. While that is the old use of NQDC, through the topics learned in this material, advisors will learn how to bring one unique income tax deferral plan to small business owners (which does not require inclusion of employees) and with a second plan advisors will learn how to improve in a dramatic way the use of old school NQDC. Readers will also learn how the American Jobs Creation Act of 2004 negatively affected traditional NQDC.
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