Register Today and You’ll Get:

✓ The Tax Trifecta Framework: How to combine cash balance plans with 401(h) medical accounts to create $700,000+ in annual contributions for business owners—while keeping employee costs near zero

✓ The $65,000 Healthcare Advantage: Structure post-retirement medical reimbursement accounts that cover everything from Medicare premiums to gym memberships, alternative medicine, and even spa treatments—all tax-free

✓ Perfect Client Profile: Identify business owners aged 50-65 with $100,000+ in profits who are ideal candidates for this strategy—and how to position premium advisory fees of $5,000-$10,000 for implementation

✓ The Employee Breakdown Formula: Walk through a real trucking company example showing how to maximize owner benefits while minimizing employee costs through strategic plan design

✓ Multi-Benefit Integration: Learn how 401(h) accounts work seamlessly alongside 401(k) deferrals, profit sharing, and cash balance plans—without affecting existing retirement arrangements

✓ Beyond Retirement Planning: Discover how 401(h) benefits extend to spouses, dependents, and can cover an expansive list of qualified medical expenses that go far beyond traditional insurance