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Non Qualifed Plans
Retain Top Talent
Pathway for Business Succession
Pathway for Business Succession
Also known as Golden Handcuffs, a retirement investment plan to deferred compensation plan allows a company to entice top talent to stay to grow with the company.
Pathway for Business Succession
Pathway for Business Succession
Pathway for Business Succession
A split dollar retirement investment plan maybe utilized to provide for an employee or group of employees to purchase equity from the retiring shareholder. Further it may provide liquidity if the employee dies or becomes disable prior to the commencement date.
Liquidity for Unforseen Events
Compensation Alternative for Highly Compensated
Compensation Alternative for Highly Compensated
Losing a key person to death or disability is very impactful. Key-Person Insurance helps provide liquidity to work through the business transition. Further the liquidity can be used to replace the key person.
Compensation Alternative for Highly Compensated
Compensation Alternative for Highly Compensated
Compensation Alternative for Highly Compensated
Highly compensated employees may prefer to accept some form of deferred compensation in order benefit from an employer's non-elective contribution based on IRS 401(a)(17). Unlike a qualified retirement plan, deferred comp plans may be discriminatory on who is included.
Disclosures
Brookwood Investment Advisory
Brookwood is headquartered at 3930 E. Ray Road, Suite 155, Phoenix AZ 85044. It is important to read our disclosures available at this link: https://brookwoodinvestmentgroup.com/disclosures/. Advisory Investments contain risk which may result in the loss of principal.
Insurance Related Recommendations
Our representatives are licensed insurance agents with affiliated or non-affiliated companies. In this role, they may recommend certain insurance-related products for which they may receive compensation via direct commissions. This creates a potential conflict of interest, as the commission earned could influence their recommendations. It is crucial that you review your representative's Brochure Supplement to understand any potential conflicts.
You are under no obligation to purchase any commission-based products from our representatives. You are free to purchase insurance-related products recommended by our representatives through other, non-affiliated representatives and/or companies.
Tax and Law
Our advisors do not give legal or tax advice. You should always consult with a licensed professional in these areas concerning your financial plan. Our professionals may provide referrals but do not practice law nor prepare tax documents.