The Wealth Capture Bonus Solution

We help employers create bonus plans that make it easy to attract and retain key employees.

In today's world, it's more important than ever to give your current and future staff a reason to stay loyal to your company. Therefore, finding a cost-efficient, simple-to-administer method of rewarding select people is important.

With that being said, we know that most employer programs are expensive to run and challenging to maintain. Our Wealth Capture Bonus plans are the perfect solution.

These Plans are ...

a unique way to provide value to Key Staff

They will own the same leveraged assets that banks use to protect their safe money.

Free of Charge to implement and maintain

No administrative or legal fees at any point during the creation, implementation, or management of your bonus plans.

100% Tax-Deductible to the employer

Create a legitimate expense that is fully tax-deductible with no contribution limits.

step 01/04

Free Consultation

We will walk you through the specifics of the Wealth Capture Bonus Plans and help you with initial design.

step 02/04

Inform Plan Participants of Details

Let the selected workers know that you will be offering the bonus and get them in contact with the agent.

step 03/04

Workers complete applications with agent

Agent meets with select staff to gather their information and begin the implementation process.

step 04/04

Complete Underwriting and Plan agreements

Medical and/or financial qualification for plan is determined while custom bonus design is finalized.

How much does it cost?

It’s free. Our agents provide their services and walk you through the entire process. No fees, no hassle, no stress.

Where Are You Located?

Our agents can meet with you or your employees virtually, anywhere in the United States.

Book a Consultation