Yesterday, I taught a Financial Advisor how to differentiate himself from the pack.

His senior advisor partner with 10+ years experience didn't know this either.

Their combined book of business is filled with successful business owners.

This advisory team has learned successful business owners care about tax mitigation.

We spoke yesterday for 45 minutes about cash balance plans.

These are a form of a defined benefit plan which allow massive contributions from the business.

This results in enormous tax deductibility.

Most business owners don't know anything about them.

Why?

No one talks to them about cash balance; not CPAs and not financial advisors.

Why?

The plans can be very complicated and have many questions to be answered.

So, here are the three simple questions to ask a business owner to see if cash balance is a fit...

DO you make more money than you can spend?

DO you want a HUGE tax deduction?

DO you want these assets federally protected from creditors?

Get three "yes" answers then deliver this line.....

I have a trusted specialist with expertise in these types of plans; I am going to get us set up with a 30 minute meeting to see how beneficial this could be for you.

Simple.

Talk about cash balance and separate yourself from the 300,000 other financial advisors.

You won't.

DM me the date and time of your 30 minute call --> @drewtirney