My Business is My Main Asset. I Want to Retire. Now What? A Business Owner’s Guide to the Best Plan
Are your clients ready to transition from active business owner to happy retiree? Are you prepared to guide your clients to the retirement they want? Find the answers to this and many more questions in the new book, My Business is My Main Asset. I Want to Retire. Now What? A Business Owner’s Guide to the Best Plan, by Mary Read, CPC, QPA.
This informative book lays out the planning path for retirement in terms you and your clients can understand. Use it as a tool to educate yourself and give it to your clients to focus them on action steps they will need to take to steer them to their goals.
Some of the questions that will be addressed in the book include:
- What do you want to happen to your business?
- When do you want to retire?
- Who needs to be taken care of if you don’t make it to retirement?
- Who do you want to transfer your wealth to?
After reading the book you and your clients will be better prepared to answer these questions and to build and execute a plan. The book explores the many advantages of qualified retirement planning for closely held businesses, from steering contributions to select participants to paying for life insurance with tax-deductible business dollars.
About The Author
Mary Read CPC, QPA has more than 30 years of experience supporting financial advisors and designing and establishing qualified plans for closely held businesses. Mary’s expertise has made her a frequent speaker and contributor to financial industry publications. Among her credits she has taught pension classes for financial professionals of major financial institutions and been a featured speaker at national meetings for the Society of Financial Service Professionals, the Association for Advanced Underwriting (AALU), LIMRA and Million Dollar Round Table (MDRT). She is the current National Chair for the Qualified Section of the Society of Financial Service Professionals. Mary is currently the National Director of Qualified Plan Marketing for Alliance Benefit Group-Pentegra.