Are you losing control of your world?
Are taxes crippling your potential for a secure future?
Will one bad lawsuit destroy your life's work?
Is no one giving you any real solutions?
You don’t have time to start over.
We can help you immediately solve these issues to keep your hard-earned money.
Choose which problem to solve first:
Business Tax Savings & Cash Flow Accelerator℠
Lose If You Don't
Issue: Inefficient businesses default to self-insuring on an after-tax basis in the form of retained earnings.
Result: They bleed capital, cash flow and credit capacity gets pressured, and diluted reserves are exposed to creditor lawsuits.
Win If You Do
Solution: Smart businesses fund risk reserves on a pre-tax basis and leverage low-cost financing to arbitrage capital and compound growth.
Improved outcome: Businesses save substantially, increase cash flow, and enhance credit capacity, all while being protected from creditor lawsuits.
The TRUST-CFO℠ CASH-FLOW ACCELERATOR℠ 3 Step Process
Complete our online application to qualify for funding and financing amounts
Pay a 10% down payment, we will finance the remaining 90% of the cost
Book your tax deductions and savings, and use your increased cash flow to grow your business
Click the button below to see a holistic view of participation in the TRUST-CFO℠ Accelerator℠.
This is a basic illustration using the TRUST-CFO℠ standard lines program.
TRUST-CFO℠ Accelerator℠ Example
Proposed Premium: $500,000
Insurance Cost
- Gross Premium: .............................................$500,000
- Cash Premium Payment Required:..................$50,000
Financing Cost
- Principal Financed:..........................................$450000
- Annual Rate:...........................................................2.9%
- Annual Interest (Per Premium Payment):.......$13,050
Schedule of Payments (assumes principal on loan remains outstanding and is not repaid early):
- 2017: $100,000 cash premium payment due + $900,000 loan origination.
- 2018: No payments due.
- 2019: $13,050 Interest charge due.
- 2020: $13,050 Interest charge due.
- 2021: $13,050 Interest charge due.
- 2022: $13,050 Interest charge due + $450,000 experience rated refund back to insured (assumes good claims experience).
The above illustrates a one-time insurance premium payment in the amount stated above. Should the certificate holder decide to purchase insurance coverage again for the same or different amount, the same formula would apply on a rolling 5 year basis. Should you require an illustration of this we are glad to also provide.
WHAT HAPPENS IF I DON’T NEED IT IN THE 5 YEAR WINDOW? Awesome! Then you simply enjoyed an acceleration of cash into your business and the financed coverage along with the interest disappears leaving you with the original tax deferral that has been growing in the business for the past 5 YEARS!
If you want to see what that number is visit our Business Tax Savings Calculator and see how much you could save!
This strategy is not for everyone and will only work in the correct situation. If you are a business owner that has over $500,000 in revenue then we may be able to help.
David Doa Effect - Who remembers this guy? David Doa was the doctor who was wrongly drug off of a United Airline flight which set off weeks of United Airlines jokes on late night shows and social media. Jokes such as, “United Airlines: Fight or Flight, we decide” or “United Airlines now serves free punch!” But what do you think that did to ticket sales. United had a 30% drop in sales OVERNIGHT!
Upon investigation, the United employees were in the wrong and grossly mishandled the incident. Gross misconduct is NOT covered in the common liability policy either. What WAS covered was “unforeseen drastic drop in sales” coverage through a surplus line.
So what do YOU get as the business owner by taking advantage of surplus lines options?
- 1. Major tax savings.
- 2. Increased cash into your business for operating purposes.
- 3. Protection against certain threats if they arise.
Need help finding what your surplus lines are and how to account for them? Let TRUST-CFO℠ guide you on if/how others in your line of work are taking advantage of this cash security and acceleration tactic!
Protecting the Future Value of Your Current Tax Savings.
A dollar today is not just a dollar, it is the compounded future value of that dollar and all related cash flow that drives your lifestyle at retirement. And we can prove it.
Our clients have not only saved over $45 million in tax savings over the last 2 years, we have also shown them how to protect more than $600 million of total assets using our Private Retirement Plan strategies.
Protect
Profit
Preserve
Protect Private Assets Against Lawsuits
Fill out the fields below to instantly see the potential for protecting private assets.
Disclosure: The simplified Private Retirement Funding Calculator uses base-level retirement assumptions but includes a range of uncertainty, so you should get a detailed report to confirm your exact funding amounts and needs.
